+962.4%
RKLB vs Z
-37.5%
+999.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -6.4% | +9.0% | +4.8% |
| 7D | +5.3% | -3.3% | +8.6% | +6.4% |
| 30D | -20.5% | -3.7% | -16.8% | -20.1% |
| 3M | -42.0% | -7.0% | -35.1% | -41.6% |
| 6M | -6.0% | -29.5% | +23.5% | +5.2% |
| YTD | -5.6% | -52.6% | +47.0% | +24.2% |
| 1Y | +38.0% | -64.0% | +102.0% | +104.2% |
| 3Y | +962.4% | -36.4% | +998.9% | +1,107.0% |
| All | +962.4% | -37.5% | +999.9% | +1,107.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling