+559.5%
RKLB vs HAS
+23.7%
+535.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.0% |
| 7D | -0.2% | -1.8% | +1.6% | +0.7% |
| 30D | -14.1% | +2.3% | -16.4% | -15.3% |
| 3M | -46.4% | +10.4% | -56.8% | -49.7% |
| 6M | -10.6% | -3.2% | -7.4% | -11.0% |
| YTD | -7.9% | +15.4% | -23.3% | -18.2% |
| 1Y | +49.5% | +18.8% | +30.7% | +30.3% |
| 3Y | +913.6% | +43.9% | +869.6% | +663.5% |
| 5Y | +375.3% | +13.9% | +361.4% | +313.2% |
| All | +559.5% | +23.7% | +535.8% | +458.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling