+546.0%
RKLB vs HLT
+187.5%
+358.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.0% | -1.6% | -0.4% | -0.9% |
| 30D | -22.4% | -5.0% | -17.4% | -19.6% |
| 3M | -45.2% | -10.4% | -34.8% | -40.8% |
| 6M | -12.5% | +3.2% | -15.8% | -15.1% |
| YTD | -9.8% | +6.7% | -16.5% | -15.1% |
| 1Y | +30.0% | +10.3% | +19.7% | +17.8% |
| 3Y | +942.2% | +99.3% | +842.9% | +512.5% |
| 5Y | +236.8% | +143.7% | +93.1% | +86.9% |
| All | +546.0% | +187.5% | +358.5% | +254.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 10y: compounded portfolio wealth divided by compounded HLT 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…
10y analysis · Full analysis span regression · 6 months rolling