-7.4%
RKLB vs HL
+22.6%
-30.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +13.2% | -17.0% | -9.7% |
| 7D | -10.6% | +0.2% | -10.8% | -11.2% |
| 30D | -28.3% | -12.1% | -16.2% | -24.3% |
| 3M | -29.7% | -2.8% | -26.8% | -31.2% |
| 6M | -34.8% | -14.9% | -19.9% | -32.2% |
| YTD | -24.9% | -22.0% | -2.9% | -19.5% |
| 1Y | -7.4% | +25.0% | -32.4% | -7.7% |
| All | -7.4% | +22.6% | -30.0% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 1y: compounded portfolio wealth divided by compounded HL 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…
1y analysis · Full analysis span regression · 6 months rolling