+308.8%
RKLB vs HBAN
+35.2%
+273.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.0% |
| 7D | -2.0% | -1.0% | -1.0% | -1.3% |
| 30D | -22.4% | -5.6% | -16.8% | -19.0% |
| 3M | -45.2% | -1.1% | -44.0% | -45.4% |
| 6M | -12.5% | +9.9% | -22.4% | -19.1% |
| YTD | -9.8% | -0.9% | -8.8% | -10.6% |
| 1Y | +30.0% | -1.4% | +31.4% | +29.2% |
| 3Y | +942.2% | +78.2% | +864.0% | +600.7% |
| All | +308.8% | +35.2% | +273.6% | +218.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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