+30.0%
RKLB vs HCA
+8.6%
+21.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.6% |
| 7D | -2.0% | +5.4% | -7.5% | -1.8% |
| 30D | -22.4% | +3.0% | -25.4% | -22.3% |
| 3M | -45.2% | +13.0% | -58.2% | -45.3% |
| 6M | -12.5% | -20.3% | +7.7% | -10.0% |
| YTD | -9.8% | -8.2% | -1.5% | -8.5% |
| 1Y | +30.0% | +6.7% | +23.3% | +31.4% |
| All | +30.0% | +8.6% | +21.4% | +31.4% |
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