+546.0%
RKLB vs YUM
+48.5%
+497.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +2.5% |
| 7D | -2.0% | -6.1% | +4.0% | +0.5% |
| 30D | -22.4% | -5.8% | -16.6% | -20.8% |
| 3M | -45.2% | -7.6% | -37.5% | -43.8% |
| 6M | -12.5% | -9.1% | -3.4% | -10.3% |
| YTD | -9.8% | -5.5% | -4.2% | -9.9% |
| 1Y | +30.0% | -3.7% | +33.7% | +27.4% |
| 3Y | +942.2% | +17.8% | +924.4% | +759.5% |
| 5Y | +236.8% | +19.3% | +217.5% | +160.3% |
| All | +546.0% | +48.5% | +497.6% | +353.3% |
Cumulative growth
Daily Returns
Daily percentage return beside YUM.
Daily Out/Under-Performance
Portfolio return minus YUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × YUM 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 YUM 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