+196.5%
RKLB vs USB
+22.2%
+174.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -2.1% | -10.1% | -10.7% |
| 7D | -22.2% | -1.5% | -20.7% | -21.3% |
| 30D | -38.7% | +4.3% | -43.0% | -40.8% |
| 3M | -38.5% | -6.1% | -32.5% | -36.0% |
| 6M | -41.6% | +9.4% | -51.0% | -46.2% |
| YTD | -34.1% | +15.2% | -49.2% | -41.7% |
| 1Y | -18.5% | +32.8% | -51.2% | -34.7% |
| 3Y | +897.6% | +91.3% | +806.3% | +549.1% |
| 5Y | +196.5% | +22.7% | +173.9% | +127.1% |
| All | +196.5% | +22.2% | +174.3% | +127.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling