+559.5%
RKLB vs USB
+83.3%
+476.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.9% |
| 7D | -0.2% | +1.4% | -1.6% | -1.1% |
| 30D | -14.1% | -1.3% | -12.8% | -13.4% |
| 3M | -46.4% | +15.2% | -61.7% | -51.8% |
| 6M | -10.6% | +18.8% | -29.5% | -20.9% |
| YTD | -7.9% | +21.0% | -28.9% | -19.6% |
| 1Y | +49.5% | +34.0% | +15.5% | +22.5% |
| 3Y | +913.6% | +95.3% | +818.2% | +585.4% |
| 5Y | +375.3% | +40.4% | +334.9% | +258.1% |
| All | +559.5% | +83.3% | +476.2% | +370.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling