+559.5%
RKLB vs HAL
+129.1%
+430.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.9% |
| 7D | -0.2% | +2.9% | -3.1% | -1.0% |
| 30D | -14.1% | +17.0% | -31.2% | -18.0% |
| 3M | -46.4% | -9.7% | -36.8% | -45.1% |
| 6M | -10.6% | +8.6% | -19.3% | -13.6% |
| YTD | -7.9% | +33.0% | -40.9% | -16.1% |
| 1Y | +49.5% | +68.3% | -18.8% | +26.7% |
| 3Y | +913.6% | +0.1% | +913.5% | +862.4% |
| 5Y | +375.3% | +102.6% | +272.7% | +295.3% |
| All | +559.5% | +129.1% | +430.4% | +456.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling