+504.1%
RKLB vs HD
+49.7%
+454.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.9% | +8.0% | +9.0% |
| 7D | +13.0% | +3.6% | +9.4% | +10.0% |
| 30D | -13.7% | +21.6% | -35.3% | -25.7% |
| 3M | -28.9% | +0.1% | -29.1% | -29.8% |
| 6M | -44.2% | +13.0% | -57.2% | -50.3% |
| YTD | -15.6% | +4.9% | -20.6% | -21.5% |
| 1Y | +14.0% | -2.1% | +16.1% | +11.5% |
| 3Y | +1,275.2% | +32.6% | +1,242.6% | +936.5% |
| 5Y | +296.6% | +8.2% | +288.4% | +231.9% |
| All | +504.1% | +49.7% | +454.4% | +316.9% |
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