+543.6%
RKLB vs HDB
-18.6%
+562.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.7% | +5.9% | +6.3% |
| 7D | +15.2% | +12.7% | +2.5% | +9.5% |
| 30D | -8.1% | +16.6% | -24.7% | -14.3% |
| 3M | -21.7% | +10.8% | -32.4% | -25.6% |
| 6M | -40.5% | +3.8% | -44.4% | -42.5% |
| YTD | -10.1% | -28.9% | +18.8% | +3.8% |
| 1Y | +20.8% | -28.0% | +48.8% | +38.6% |
| 3Y | +1,335.0% | -7.2% | +1,342.2% | +1,281.8% |
| 5Y | +329.8% | -22.2% | +352.1% | +334.5% |
| All | +543.6% | -18.6% | +562.2% | +564.9% |
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