+29.1%
RKLB vs USB
+32.1%
-3.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.1% | +5.6% | +5.5% |
| 7D | +26.3% | -0.5% | +26.9% | +27.0% |
| 30D | +0.7% | +5.7% | -5.0% | -2.9% |
| 3M | -17.3% | -4.7% | -12.6% | -14.2% |
| 6M | -43.6% | +13.4% | -57.0% | -51.1% |
| YTD | -5.2% | +17.0% | -22.2% | -25.0% |
| 1Y | +29.1% | +32.4% | -3.3% | -18.3% |
| All | +29.1% | +32.1% | -3.1% | -18.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling