+547.3%
RKLB vs HL
+353.6%
+193.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.9% | -6.2% | -4.8% |
| 7D | 0.0% | +0.4% | -0.4% | -0.2% |
| 30D | -21.2% | +18.8% | -40.0% | -25.3% |
| 3M | -41.7% | +43.7% | -85.4% | -47.4% |
| 6M | -11.8% | -1.0% | -10.7% | -12.5% |
| YTD | -9.6% | +8.7% | -18.3% | -12.9% |
| 1Y | +34.1% | +105.0% | -70.9% | +10.8% |
| 3Y | +917.3% | +427.3% | +490.0% | +552.8% |
| 5Y | +204.4% | +249.3% | -44.9% | +97.3% |
| All | +547.3% | +353.6% | +193.7% | +321.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling