-7.4%
RKLB vs HRB
+16.9%
-24.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.4% | -8.2% | -3.0% |
| 7D | -10.6% | +16.0% | -26.7% | -8.2% |
| 30D | -28.3% | +32.1% | -60.4% | -25.1% |
| 3M | -29.7% | +21.5% | -51.2% | -27.1% |
| 6M | -34.8% | +82.1% | -116.9% | -30.2% |
| YTD | -24.9% | +31.6% | -56.5% | -24.2% |
| 1Y | -7.4% | +15.9% | -23.3% | -9.5% |
| All | -7.4% | +16.9% | -24.3% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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