+30.0%
RKLB vs HRB
-6.2%
+36.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.7% |
| 7D | -2.0% | -8.0% | +6.0% | -3.0% |
| 30D | -22.4% | -16.0% | -6.5% | -23.9% |
| 3M | -45.2% | +26.9% | -72.0% | -43.9% |
| 6M | -12.5% | +51.1% | -63.6% | -8.9% |
| YTD | -9.8% | +7.1% | -16.8% | -14.7% |
| 1Y | +30.0% | -9.6% | +39.6% | +10.7% |
| All | +30.0% | -6.2% | +36.2% | +10.7% |
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