+541.6%
RKLB vs HOOD
+122.6%
+419.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.0% | +1.5% | +3.7% |
| 7D | +26.3% | -3.2% | +29.6% | +28.8% |
| 30D | +0.7% | -22.6% | +23.2% | +13.4% |
| 3M | -17.3% | -10.4% | -6.9% | -15.0% |
| 6M | -43.6% | +4.7% | -48.3% | -46.0% |
| YTD | -5.2% | -25.2% | +20.0% | +4.4% |
| 1Y | +29.1% | -35.9% | +65.0% | +51.4% |
| 3Y | +1,413.7% | +927.7% | +486.0% | +467.9% |
| 5Y | +364.9% | +147.5% | +217.3% | +107.4% |
| All | +541.6% | +122.6% | +419.0% | +185.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HOOD.
Daily Out/Under-Performance
Portfolio return minus HOOD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HOOD 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 HOOD 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