+231.5%
RKLB vs HPE
+333.5%
-102.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.2% | +4.5% | +2.1% |
| 7D | -2.9% | +1.4% | -4.3% | -4.4% |
| 30D | -22.6% | +1.5% | -24.1% | -24.2% |
| 3M | -41.0% | +21.7% | -62.8% | -48.9% |
| 6M | -10.1% | +164.2% | -174.3% | -55.9% |
| YTD | -11.2% | +132.1% | -143.2% | -53.1% |
| 1Y | +34.2% | +130.6% | -96.4% | -29.0% |
| 3Y | +899.4% | +244.1% | +655.2% | +291.6% |
| 5Y | +231.5% | +340.8% | -109.3% | +11.9% |
| All | +231.5% | +333.5% | -102.0% | +11.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling