+543.6%
RKLB vs USB
+77.4%
+466.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.3% | +6.9% | +6.8% |
| 7D | +15.2% | +1.4% | +13.8% | +14.4% |
| 30D | -8.1% | +6.4% | -14.5% | -11.9% |
| 3M | -21.7% | -4.5% | -17.2% | -19.5% |
| 6M | -40.5% | +11.4% | -51.9% | -45.4% |
| YTD | -10.1% | +17.1% | -27.2% | -20.0% |
| 1Y | +20.8% | +32.6% | -11.8% | -0.5% |
| 3Y | +1,335.0% | +101.8% | +1,233.2% | +864.3% |
| 5Y | +329.8% | +25.1% | +304.7% | +234.8% |
| All | +543.6% | +77.4% | +466.2% | +367.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded USB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling