+231.5%
RKLB vs HIG
+118.8%
+112.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -1.9% | -1.8% |
| 7D | -2.9% | -2.3% | -0.6% | -2.0% |
| 30D | -22.6% | -1.2% | -21.4% | -22.3% |
| 3M | -41.0% | +6.3% | -47.3% | -43.2% |
| 6M | -10.1% | +0.6% | -10.7% | -11.3% |
| YTD | -11.2% | +0.6% | -11.8% | -13.0% |
| 1Y | +34.2% | +6.1% | +28.1% | +27.2% |
| 3Y | +899.4% | +102.0% | +797.4% | +551.2% |
| 5Y | +231.5% | +119.2% | +112.3% | +116.9% |
| All | +231.5% | +118.8% | +112.8% | +116.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling