+546.0%
RKLB vs HPE
+552.9%
-6.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +12.4% | -10.8% | -5.6% |
| 7D | -2.0% | +19.4% | -21.4% | -12.6% |
| 30D | -22.4% | +5.6% | -28.1% | -25.8% |
| 3M | -45.2% | +33.1% | -78.2% | -54.8% |
| 6M | -12.5% | +192.5% | -205.0% | -57.9% |
| YTD | -9.8% | +160.9% | -170.7% | -54.0% |
| 1Y | +30.0% | +155.0% | -125.0% | -32.8% |
| 3Y | +942.2% | +289.4% | +652.8% | +305.9% |
| 5Y | +236.8% | +395.7% | -158.9% | +18.1% |
| All | +546.0% | +552.9% | -6.8% | +131.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling