-7.4%
RKLB vs HAL
+25.6%
-33.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.1% | -0.6% | -3.0% |
| 7D | -10.6% | -7.7% | -2.9% | -8.8% |
| 30D | -28.3% | +0.7% | -29.0% | -28.2% |
| 3M | -29.7% | +2.5% | -32.1% | -30.3% |
| 6M | -34.8% | -20.7% | -14.1% | -28.8% |
| YTD | -24.9% | +18.4% | -43.3% | -38.7% |
| 1Y | -7.4% | +25.6% | -33.0% | -29.2% |
| All | -7.4% | +25.6% | -33.0% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 1y: compounded portfolio wealth divided by compounded HAL 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…
1y analysis · Full analysis span regression · 6 months rolling