+437.5%
RKLB vs USB
+78.2%
+359.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.9% | -5.7% | -5.0% |
| 7D | -10.6% | +2.4% | -13.0% | -12.1% |
| 30D | -28.3% | +6.6% | -34.8% | -31.5% |
| 3M | -29.7% | -4.1% | -25.6% | -28.1% |
| 6M | -34.8% | +12.5% | -47.3% | -40.6% |
| YTD | -24.9% | +17.6% | -42.6% | -33.6% |
| 1Y | -7.4% | +36.5% | -43.9% | -25.3% |
| 3Y | +1,036.0% | +95.4% | +940.6% | +672.6% |
| 5Y | +232.7% | +26.1% | +206.6% | +157.7% |
| All | +437.5% | +78.2% | +359.2% | +288.3% |
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