+308.8%
RKLB vs HLT
+142.1%
+166.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.0% | -1.6% | -0.4% | -0.8% |
| 30D | -22.4% | -5.0% | -17.4% | -19.2% |
| 3M | -45.2% | -10.4% | -34.8% | -40.2% |
| 6M | -12.5% | +3.2% | -15.8% | -15.7% |
| YTD | -9.8% | +6.7% | -16.5% | -16.1% |
| 1Y | +30.0% | +10.3% | +19.7% | +15.6% |
| 3Y | +942.2% | +99.3% | +842.9% | +448.7% |
| All | +308.8% | +142.1% | +166.7% | +114.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling