+308.8%
RKLB vs HL
+235.2%
+73.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.0% |
| 7D | -2.0% | -4.4% | +2.3% | -0.6% |
| 30D | -22.4% | +9.3% | -31.7% | -25.4% |
| 3M | -45.2% | +32.0% | -77.1% | -50.5% |
| 6M | -12.5% | -6.4% | -6.1% | -11.7% |
| YTD | -9.8% | +3.1% | -12.9% | -12.7% |
| 1Y | +30.0% | +77.6% | -47.6% | +5.4% |
| 3Y | +942.2% | +392.8% | +549.4% | +471.6% |
| All | +308.8% | +235.2% | +73.6% | +129.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling