+576.0%
RKLB vs HRB
+206.8%
+369.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -6.5% | +9.0% | +3.6% |
| 7D | +5.3% | -9.1% | +14.4% | +7.0% |
| 30D | -20.5% | +0.3% | -20.7% | -20.9% |
| 3M | -42.0% | +23.4% | -65.4% | -45.2% |
| 6M | -6.0% | +45.1% | -51.2% | -15.2% |
| YTD | -5.6% | +8.9% | -14.5% | -8.3% |
| 1Y | +38.0% | -7.9% | +45.9% | +40.0% |
| 3Y | +962.4% | +27.9% | +934.5% | +854.5% |
| 5Y | +336.5% | +108.3% | +228.2% | +263.9% |
| All | +576.0% | +206.8% | +369.2% | +433.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling