+559.5%
RKLB vs Z
-69.7%
+629.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +1.5% |
| 7D | -0.2% | -3.0% | +2.8% | +0.9% |
| 30D | -14.1% | -4.2% | -9.9% | -13.5% |
| 3M | -46.4% | -3.7% | -42.7% | -46.5% |
| 6M | -10.6% | -24.5% | +13.9% | -2.9% |
| YTD | -7.9% | -49.3% | +41.4% | +16.3% |
| 1Y | +49.5% | -58.7% | +108.2% | +104.1% |
| 3Y | +913.6% | -34.1% | +947.7% | +1,012.4% |
| 5Y | +375.3% | -64.5% | +439.8% | +431.1% |
| All | +559.5% | -69.7% | +629.2% | +708.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling