+576.0%
RKLB vs HAS
+20.7%
+555.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.4% | +4.9% | +3.7% |
| 7D | +5.3% | -3.1% | +8.4% | +7.0% |
| 30D | -20.5% | -2.7% | -17.8% | -19.6% |
| 3M | -42.0% | +8.9% | -51.0% | -45.3% |
| 6M | -6.0% | -2.9% | -3.1% | -6.8% |
| YTD | -5.6% | +12.6% | -18.2% | -15.2% |
| 1Y | +38.0% | +17.5% | +20.5% | +20.8% |
| 3Y | +962.4% | +46.2% | +916.2% | +687.5% |
| 5Y | +336.5% | +12.6% | +323.9% | +282.7% |
| All | +576.0% | +20.7% | +555.3% | +479.3% |
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