+535.9%
RKLB vs HDB
-31.6%
+567.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.3% |
| 7D | -2.9% | -6.2% | +3.3% | -0.1% |
| 30D | -22.6% | -6.2% | -16.3% | -20.5% |
| 3M | -41.0% | -5.9% | -35.2% | -40.3% |
| 6M | -10.1% | -25.9% | +15.8% | +2.1% |
| YTD | -11.2% | -40.2% | +29.0% | +11.2% |
| 1Y | +34.2% | -38.0% | +72.2% | +64.6% |
| 3Y | +899.4% | -30.5% | +929.8% | +1,020.1% |
| 5Y | +231.5% | -38.1% | +269.6% | +266.6% |
| All | +535.9% | -31.6% | +567.5% | +612.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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