+884.1%
RKLB vs USB
+95.2%
+788.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.9% |
| 7D | -0.2% | +1.4% | -1.6% | -1.5% |
| 30D | -14.1% | -1.3% | -12.8% | -13.1% |
| 3M | -46.4% | +15.2% | -61.7% | -53.9% |
| 6M | -10.6% | +18.8% | -29.5% | -25.0% |
| YTD | -7.9% | +21.0% | -28.9% | -24.3% |
| 1Y | +49.5% | +34.0% | +15.5% | +11.9% |
| All | +884.1% | +95.2% | +788.9% | +396.9% |
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