+944.2%
RKLB vs HIG
+101.4%
+842.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.7% | -4.9% | -4.4% |
| 7D | 0.0% | -0.5% | +0.4% | 0.0% |
| 30D | -21.2% | -2.8% | -18.4% | -20.8% |
| 3M | -41.7% | +6.3% | -48.1% | -43.2% |
| 6M | -11.8% | -0.1% | -11.7% | -12.1% |
| YTD | -9.6% | +0.4% | -10.0% | -10.5% |
| 1Y | +34.1% | +6.2% | +27.9% | +28.7% |
| All | +944.2% | +101.4% | +842.8% | +678.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling