+204.4%
RKLB vs HAL
+112.2%
+92.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.9% | -5.1% | -4.5% |
| 7D | 0.0% | -1.3% | +1.3% | +0.3% |
| 30D | -21.2% | +10.9% | -32.1% | -23.5% |
| 3M | -41.7% | -5.8% | -35.9% | -41.0% |
| 6M | -11.8% | +8.1% | -19.9% | -14.7% |
| YTD | -9.6% | +33.2% | -42.8% | -17.9% |
| 1Y | +34.1% | +74.2% | -40.1% | +12.1% |
| 3Y | +917.3% | -3.7% | +920.9% | +870.5% |
| 5Y | +204.4% | +111.9% | +92.5% | +246.6% |
| All | +204.4% | +112.2% | +92.2% | +246.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling