+30.0%
RKLB vs HBM
+97.2%
-67.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.9% |
| 7D | -2.0% | -3.3% | +1.3% | -0.4% |
| 30D | -22.4% | -4.8% | -17.6% | -21.0% |
| 3M | -45.2% | -0.4% | -44.7% | -46.1% |
| 6M | -12.5% | +17.9% | -30.4% | -23.7% |
| YTD | -9.8% | +33.7% | -43.5% | -27.3% |
| 1Y | +30.0% | +95.6% | -65.6% | -6.3% |
| All | +30.0% | +97.2% | -67.2% | -6.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling