+546.0%
RKLB vs HIG
+226.7%
+319.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | -2.0% | -1.5% | -0.6% | -1.6% |
| 30D | -22.4% | -0.4% | -22.1% | -22.5% |
| 3M | -45.2% | +6.7% | -51.8% | -46.8% |
| 6M | -12.5% | +2.0% | -14.5% | -13.8% |
| YTD | -9.8% | +0.3% | -10.0% | -11.1% |
| 1Y | +30.0% | +4.2% | +25.8% | +25.8% |
| 3Y | +942.2% | +102.2% | +840.0% | +676.9% |
| 5Y | +236.8% | +118.5% | +118.3% | +145.7% |
| All | +546.0% | +226.7% | +319.3% | +346.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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