+578.9%
RKLB vs HAS
+65.8%
+513.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.8% | +3.7% | +4.6% |
| 7D | +26.3% | +2.0% | +24.3% | +25.3% |
| 30D | +0.7% | +30.9% | -30.2% | -12.3% |
| 3M | -17.3% | +28.8% | -46.1% | -27.7% |
| 6M | -43.6% | +32.3% | -76.0% | -52.2% |
| YTD | -5.2% | +54.7% | -59.9% | -27.7% |
| 1Y | +29.1% | +63.2% | -34.1% | -4.7% |
| 3Y | +1,413.7% | +220.7% | +1,193.1% | +602.8% |
| 5Y | +364.9% | +53.3% | +311.5% | +246.2% |
| All | +578.9% | +65.8% | +513.1% | +393.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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