+547.3%
RKLB vs HLT
+188.3%
+359.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.8% | -5.1% | -4.9% |
| 7D | 0.0% | -1.5% | +1.4% | +1.0% |
| 30D | -21.2% | -1.2% | -20.0% | -20.7% |
| 3M | -41.7% | -10.3% | -31.4% | -37.1% |
| 6M | -11.8% | +1.3% | -13.0% | -13.1% |
| YTD | -9.6% | +7.0% | -16.6% | -15.1% |
| 1Y | +34.1% | +11.9% | +22.2% | +20.2% |
| 3Y | +917.3% | +100.7% | +816.6% | +494.8% |
| 5Y | +204.4% | +147.5% | +56.9% | +67.9% |
| All | +547.3% | +188.3% | +359.0% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling