+576.0%
RKLB vs HD
+32.8%
+543.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.3% | +4.8% | +4.2% |
| 7D | +5.3% | -1.2% | +6.5% | +6.2% |
| 30D | -20.5% | -11.1% | -9.3% | -13.5% |
| 3M | -42.0% | +2.0% | -44.1% | -43.9% |
| 6M | -6.0% | -10.5% | +4.4% | +0.7% |
| YTD | -5.6% | -6.9% | +1.3% | -3.3% |
| 1Y | +38.0% | -23.2% | +61.2% | +65.0% |
| 3Y | +962.4% | +3.1% | +959.3% | +889.1% |
| 5Y | +336.5% | +7.4% | +329.1% | +285.5% |
| All | +576.0% | +32.8% | +543.2% | +413.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 10y: compounded portfolio wealth divided by compounded HD 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…
10y analysis · Full analysis span regression · 6 months rolling