+547.3%
RKLB vs HBAN
+71.7%
+475.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -3.7% |
| 7D | 0.0% | -1.5% | +1.4% | +0.9% |
| 30D | -21.2% | -5.5% | -15.7% | -18.1% |
| 3M | -41.7% | -0.2% | -41.5% | -42.3% |
| 6M | -11.8% | +5.2% | -16.9% | -15.2% |
| YTD | -9.6% | -2.3% | -7.3% | -9.4% |
| 1Y | +34.1% | -2.2% | +36.3% | +34.4% |
| 3Y | +917.3% | +73.8% | +843.4% | +638.6% |
| 5Y | +204.4% | +35.2% | +169.2% | +145.9% |
| All | +547.3% | +71.7% | +475.5% | +415.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling