+255.2%
RKLB vs USB
+21.6%
+233.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -29.5% |
| 3M | -29.9% | -6.0% | -23.9% | -27.0% |
| 6M | -37.3% | +7.8% | -45.1% | -41.7% |
| YTD | -23.9% | +14.6% | -38.5% | -32.5% |
| 1Y | +7.0% | +31.8% | -24.8% | -13.9% |
| 3Y | +1,120.0% | +91.5% | +1,028.5% | +693.4% |
| All | +255.2% | +21.6% | +233.6% | +176.1% |
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