+576.0%
RKLB vs HPE
+489.1%
+86.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +7.7% | -5.2% | -2.1% |
| 7D | +5.3% | +10.1% | -4.8% | -0.9% |
| 30D | -20.5% | +5.3% | -25.8% | -23.5% |
| 3M | -42.0% | +12.7% | -54.7% | -46.8% |
| 6M | -6.0% | +167.7% | -173.7% | -52.0% |
| YTD | -5.6% | +135.5% | -141.0% | -48.4% |
| 1Y | +38.0% | +143.4% | -105.4% | -26.2% |
| 3Y | +962.4% | +249.2% | +713.3% | +344.9% |
| 5Y | +336.5% | +343.8% | -7.3% | +64.3% |
| All | +576.0% | +489.1% | +86.9% | +159.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling