+578.9%
RKLB vs Z
-74.2%
+653.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.7% | +3.8% | +4.9% |
| 7D | +26.3% | -13.1% | +39.4% | +32.8% |
| 30D | +0.7% | +5.9% | -5.2% | -3.2% |
| 3M | -17.3% | -13.7% | -3.6% | -15.3% |
| 6M | -43.6% | -27.1% | -16.5% | -39.2% |
| YTD | -5.2% | -56.8% | +51.6% | +24.1% |
| 1Y | +29.1% | -60.2% | +89.3% | +75.2% |
| 3Y | +1,413.7% | -19.7% | +1,433.4% | +1,405.8% |
| 5Y | +364.9% | -53.7% | +418.6% | +411.1% |
| All | +578.9% | -74.2% | +653.1% | +763.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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