+576.0%
RKLB vs HCA
+179.5%
+396.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +2.7% |
| 7D | +5.3% | -2.8% | +8.1% | +6.2% |
| 30D | -20.5% | -2.7% | -17.7% | -19.9% |
| 3M | -42.0% | +11.5% | -53.5% | -44.8% |
| 6M | -6.0% | -24.3% | +18.2% | +2.2% |
| YTD | -5.6% | -13.6% | +8.0% | -2.5% |
| 1Y | +38.0% | -3.2% | +41.2% | +36.2% |
| 3Y | +962.4% | +50.4% | +912.0% | +759.1% |
| 5Y | +336.5% | +64.8% | +271.7% | +224.3% |
| All | +576.0% | +179.5% | +396.6% | +359.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling