+511.7%
RKLB vs HOOD
+203.4%
+308.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.8% | -2.5% | -3.5% |
| 7D | 0.0% | +7.7% | -7.8% | -4.1% |
| 30D | -21.2% | +22.0% | -43.2% | -29.3% |
| 3M | -41.7% | +37.6% | -79.3% | -50.2% |
| 6M | -11.8% | +45.3% | -57.0% | -26.7% |
| YTD | -9.6% | +1.9% | -11.5% | -13.2% |
| 1Y | +34.1% | -2.7% | +36.8% | +30.7% |
| 3Y | +917.3% | +973.4% | -56.1% | +265.5% |
| 5Y | +204.4% | +179.3% | +25.1% | +19.5% |
| All | +511.7% | +203.4% | +308.4% | +137.0% |
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