+364.9%
RKLB vs HOOD
+142.9%
+222.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HOOD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.0% | +1.5% | +3.4% |
| 7D | +26.3% | -3.2% | +29.6% | +29.2% |
| 30D | +0.7% | -22.6% | +23.2% | +15.8% |
| 3M | -17.3% | -10.4% | -6.9% | -14.8% |
| 6M | -43.6% | +4.7% | -48.3% | -46.8% |
| YTD | -5.2% | -25.2% | +20.0% | +5.5% |
| 1Y | +29.1% | -35.9% | +65.0% | +55.0% |
| 3Y | +1,413.7% | +927.7% | +486.0% | +285.3% |
| 5Y | +364.9% | +147.5% | +217.3% | +101.3% |
| All | +364.9% | +142.9% | +222.0% | +101.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling