+308.8%
RKLB vs YUM
+19.0%
+289.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | YUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +2.5% |
| 7D | -2.0% | -6.1% | +4.0% | +0.7% |
| 30D | -22.4% | -5.8% | -16.6% | -20.7% |
| 3M | -45.2% | -7.6% | -37.5% | -43.7% |
| 6M | -12.5% | -9.1% | -3.4% | -10.1% |
| YTD | -9.8% | -5.5% | -4.2% | -10.0% |
| 1Y | +30.0% | -3.7% | +33.7% | +26.9% |
| 3Y | +942.2% | +17.8% | +924.4% | +725.1% |
| All | +308.8% | +19.0% | +289.8% | +199.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling