+336.5%
RKLB vs HDB
-37.8%
+374.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.0% | +5.5% | +4.0% |
| 7D | +5.3% | -2.0% | +7.4% | +6.3% |
| 30D | -20.5% | -4.9% | -15.6% | -18.7% |
| 3M | -42.0% | -2.3% | -39.7% | -42.5% |
| 6M | -6.0% | -23.7% | +17.7% | +6.2% |
| YTD | -5.6% | -38.5% | +32.9% | +18.8% |
| 1Y | +38.0% | -36.5% | +74.5% | +70.1% |
| 3Y | +962.4% | -28.5% | +990.9% | +1,079.8% |
| 5Y | +336.5% | -37.4% | +373.9% | +292.9% |
| All | +336.5% | -37.8% | +374.3% | +292.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling