+546.0%
RKLB vs HAL
+121.5%
+424.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.8% |
| 7D | -2.0% | -3.3% | +1.3% | -1.2% |
| 30D | -22.4% | +8.2% | -30.6% | -24.2% |
| 3M | -45.2% | -9.4% | -35.7% | -43.9% |
| 6M | -12.5% | +0.6% | -13.2% | -13.6% |
| YTD | -9.8% | +28.6% | -38.3% | -17.0% |
| 1Y | +30.0% | +63.9% | -33.9% | +11.1% |
| 3Y | +942.2% | -7.1% | +949.3% | +909.1% |
| 5Y | +236.8% | +102.3% | +134.5% | +180.6% |
| All | +546.0% | +121.5% | +424.6% | +450.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling