+576.0%
RKLB vs HIG
+225.0%
+351.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.0% | +4.5% | +3.1% |
| 7D | +5.3% | -1.1% | +6.4% | +5.6% |
| 30D | -20.5% | -4.9% | -15.6% | -19.3% |
| 3M | -42.0% | +6.8% | -48.8% | -43.8% |
| 6M | -6.0% | -1.7% | -4.4% | -6.3% |
| YTD | -5.6% | -0.2% | -5.3% | -6.8% |
| 1Y | +38.0% | +5.7% | +32.3% | +32.7% |
| 3Y | +962.4% | +100.3% | +862.1% | +694.7% |
| 5Y | +336.5% | +118.5% | +218.0% | +218.9% |
| All | +576.0% | +225.0% | +351.0% | +367.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling