-7.4%
RKLB vs HCA
+11.2%
-18.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +10.3% | -14.1% | -2.6% |
| 7D | -10.6% | +10.2% | -20.9% | -9.5% |
| 30D | -28.3% | +17.4% | -45.7% | -27.1% |
| 3M | -29.7% | +27.7% | -57.4% | -28.4% |
| 6M | -34.8% | +20.0% | -54.8% | -31.3% |
| YTD | -24.9% | +10.0% | -34.9% | -23.0% |
| 1Y | -7.4% | +9.0% | -16.4% | -6.4% |
| All | -7.4% | +11.2% | -18.6% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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