+576.0%
RKLB vs HBM
+372.4%
+203.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.7% | -3.2% | +0.3% |
| 7D | +5.3% | +7.3% | -2.0% | +2.4% |
| 30D | -20.5% | +5.0% | -25.5% | -22.3% |
| 3M | -42.0% | +11.1% | -53.1% | -44.7% |
| 6M | -6.0% | +30.2% | -36.2% | -15.8% |
| YTD | -5.6% | +46.2% | -51.8% | -19.4% |
| 1Y | +38.0% | +120.0% | -82.0% | +1.9% |
| 3Y | +962.4% | +527.3% | +435.2% | +450.1% |
| 5Y | +336.5% | +400.3% | -63.7% | +130.9% |
| All | +576.0% | +372.4% | +203.6% | +259.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling