-7.4%
RKLB vs HPE
+113.0%
-120.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -5.7% | +1.9% | -0.8% |
| 7D | -10.6% | -17.0% | +6.3% | -1.6% |
| 30D | -28.3% | -26.7% | -1.6% | -15.9% |
| 3M | -29.7% | -4.1% | -25.5% | -28.7% |
| 6M | -34.8% | +75.4% | -110.2% | -58.7% |
| YTD | -24.9% | +111.0% | -136.0% | -55.4% |
| 1Y | -7.4% | +116.4% | -123.9% | -47.6% |
| All | -7.4% | +113.0% | -120.5% | -47.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 1y: compounded portfolio wealth divided by compounded HPE 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…
1y analysis · Full analysis span regression · 6 months rolling