+559.5%
RKLB vs HDB
-27.4%
+586.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.9% |
| 7D | -0.2% | +0.4% | -0.6% | -0.4% |
| 30D | -14.1% | -2.8% | -11.3% | -13.2% |
| 3M | -46.4% | -3.5% | -42.9% | -46.3% |
| 6M | -10.6% | -24.7% | +14.1% | +0.9% |
| YTD | -7.9% | -36.6% | +28.7% | +12.4% |
| 1Y | +49.5% | -34.4% | +83.8% | +78.8% |
| 3Y | +913.6% | -24.4% | +938.0% | +989.5% |
| 5Y | +375.3% | -35.4% | +410.7% | +413.3% |
| All | +559.5% | -27.4% | +586.9% | +619.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling