+1,120.0%
RKLB vs USB
+89.5%
+1,030.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.5% | +15.9% | +15.8% |
| 7D | -3.0% | 0.0% | -3.0% | -3.1% |
| 30D | -26.2% | +5.8% | -32.0% | -30.4% |
| 3M | -29.9% | -6.0% | -23.9% | -26.2% |
| 6M | -37.3% | +7.8% | -45.1% | -43.2% |
| YTD | -23.9% | +14.6% | -38.5% | -35.5% |
| 1Y | +7.0% | +31.8% | -24.8% | -20.8% |
| 3Y | +1,120.0% | +91.5% | +1,028.5% | +619.6% |
| All | +1,120.0% | +89.5% | +1,030.5% | +619.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling