+578.9%
RKLB vs HD
+48.8%
+530.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.1% | +5.4% | +5.4% |
| 7D | +26.3% | -1.2% | +27.5% | +27.4% |
| 30D | +0.7% | +20.9% | -20.2% | -13.0% |
| 3M | -17.3% | -0.2% | -17.2% | -18.3% |
| 6M | -43.6% | +14.5% | -58.1% | -50.3% |
| YTD | -5.2% | +4.3% | -9.5% | -11.5% |
| 1Y | +29.1% | -3.5% | +32.6% | +27.7% |
| 3Y | +1,413.7% | +30.1% | +1,383.6% | +1,057.6% |
| 5Y | +364.9% | +8.5% | +356.4% | +289.4% |
| All | +578.9% | +48.8% | +530.1% | +370.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling