+343.2%
RKLB vs USB
+40.0%
+303.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.9% |
| 7D | -0.2% | +1.4% | -1.6% | -1.2% |
| 30D | -14.1% | -1.3% | -12.8% | -13.3% |
| 3M | -46.4% | +15.2% | -61.7% | -52.3% |
| 6M | -10.6% | +18.8% | -29.5% | -21.8% |
| YTD | -7.9% | +21.0% | -28.9% | -20.6% |
| 1Y | +49.5% | +34.0% | +15.5% | +20.1% |
| 3Y | +913.6% | +95.3% | +818.2% | +557.3% |
| All | +343.2% | +40.0% | +303.1% | +259.9% |
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 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