+546.0%
RKLB vs USO
+412.4%
+133.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.8% | +1.6% |
| 7D | -2.0% | +9.1% | -11.2% | -1.9% |
| 30D | -22.4% | +21.7% | -44.1% | -22.2% |
| 3M | -45.2% | +20.2% | -65.4% | -44.9% |
| 6M | -12.5% | +43.4% | -55.9% | -13.9% |
| YTD | -9.8% | +124.0% | -133.7% | -14.8% |
| 1Y | +30.0% | +112.2% | -82.2% | +23.1% |
| 3Y | +942.2% | +97.7% | +844.6% | +878.7% |
| 5Y | +236.8% | +217.4% | +19.4% | +235.0% |
| All | +546.0% | +412.4% | +133.6% | +607.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USO.
Daily Out/Under-Performance
Portfolio return minus USO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USO 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 10y: compounded portfolio wealth divided by compounded USO 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…
10y analysis · Full analysis span regression · 6 months rolling