+204.4%
RKLB vs Z
-65.8%
+270.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.7% | -3.6% | -4.0% |
| 7D | 0.0% | -7.1% | +7.0% | +2.8% |
| 30D | -21.2% | -4.8% | -16.4% | -20.4% |
| 3M | -41.7% | -9.3% | -32.4% | -40.6% |
| 6M | -11.8% | -29.0% | +17.2% | -1.0% |
| YTD | -9.6% | -52.9% | +43.3% | +20.4% |
| 1Y | +34.1% | -63.1% | +97.2% | +98.5% |
| 3Y | +917.3% | -36.9% | +954.1% | +1,033.4% |
| 5Y | +204.4% | -65.5% | +269.9% | +224.1% |
| All | +204.4% | -65.8% | +270.2% | +224.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling