+547.3%
RKLB vs HPQ
+86.8%
+460.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +3.9% | -8.2% | -6.2% |
| 7D | 0.0% | +1.3% | -1.3% | -1.0% |
| 30D | -21.2% | +8.7% | -29.9% | -25.2% |
| 3M | -41.7% | +31.5% | -73.2% | -51.0% |
| 6M | -11.8% | +76.0% | -87.8% | -38.8% |
| YTD | -9.6% | +49.5% | -59.1% | -31.7% |
| 1Y | +34.1% | +17.3% | +16.8% | +17.0% |
| 3Y | +917.3% | +24.4% | +892.9% | +724.8% |
| 5Y | +204.4% | +37.3% | +167.1% | +146.7% |
| All | +547.3% | +86.8% | +460.5% | +417.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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