+330.6%
RKLB vs HAL
+58.8%
+271.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.1% | -7.1% | -4.9% |
| 7D | +15.9% | +6.1% | +9.8% | +13.8% |
| 30D | +4.0% | +2.9% | +1.1% | +3.1% |
| 3M | -23.2% | +3.3% | -26.5% | -24.1% |
| 6M | -50.4% | -16.9% | -33.5% | -47.9% |
| YTD | -11.8% | +21.2% | -33.0% | -18.6% |
| 1Y | +36.0% | +27.5% | +8.4% | +23.7% |
| 3Y | +1,321.0% | -6.4% | +1,327.5% | +1,274.2% |
| All | +330.6% | +58.8% | +271.8% | +279.9% |
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