+535.9%
RKLB vs HBM
+334.2%
+201.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -7.5% | +5.8% | +1.2% |
| 7D | -2.9% | -3.7% | +0.8% | -1.6% |
| 30D | -22.6% | -3.7% | -18.9% | -21.8% |
| 3M | -41.0% | +8.0% | -49.0% | -43.1% |
| 6M | -10.1% | +15.8% | -25.9% | -15.9% |
| YTD | -11.2% | +34.4% | -45.6% | -21.8% |
| 1Y | +34.2% | +98.2% | -64.0% | +3.1% |
| 3Y | +899.4% | +476.6% | +422.8% | +434.3% |
| 5Y | +231.5% | +331.1% | -99.6% | +82.7% |
| All | +535.9% | +334.2% | +201.6% | +248.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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