+546.0%
RKLB vs HRB
+201.6%
+344.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.5% |
| 7D | -2.0% | -8.0% | +6.0% | -0.7% |
| 30D | -22.4% | -16.0% | -6.5% | -20.2% |
| 3M | -45.2% | +26.9% | -72.0% | -48.5% |
| 6M | -12.5% | +51.1% | -63.6% | -22.1% |
| YTD | -9.8% | +7.1% | -16.8% | -12.1% |
| 1Y | +30.0% | -9.6% | +39.6% | +32.3% |
| 3Y | +942.2% | +25.4% | +916.8% | +840.1% |
| 5Y | +236.8% | +114.9% | +121.9% | +181.6% |
| All | +546.0% | +201.6% | +344.4% | +411.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling