+364.9%
RKLB vs Z
-54.5%
+419.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.7% | +3.8% | +4.8% |
| 7D | +26.3% | -13.1% | +39.4% | +33.9% |
| 30D | +0.7% | +5.9% | -5.2% | -3.9% |
| 3M | -17.3% | -13.7% | -3.6% | -15.1% |
| 6M | -43.6% | -27.1% | -16.5% | -38.4% |
| YTD | -5.2% | -56.8% | +51.6% | +30.7% |
| 1Y | +29.1% | -60.2% | +89.3% | +86.0% |
| 3Y | +1,413.7% | -19.7% | +1,433.4% | +1,334.6% |
| 5Y | +364.9% | -53.7% | +418.6% | +384.3% |
| All | +364.9% | -54.5% | +419.3% | +384.3% |
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