+231.5%
RKLB vs HRB
+109.9%
+121.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.6% |
| 7D | -2.9% | -12.2% | +9.3% | -0.5% |
| 30D | -22.6% | -3.0% | -19.6% | -22.6% |
| 3M | -41.0% | +21.7% | -62.7% | -44.5% |
| 6M | -10.1% | +52.3% | -62.4% | -21.3% |
| YTD | -11.2% | +6.5% | -17.7% | -13.4% |
| 1Y | +34.2% | -6.7% | +40.9% | +35.9% |
| 3Y | +899.4% | +25.1% | +874.2% | +775.9% |
| 5Y | +231.5% | +113.8% | +117.7% | +153.5% |
| All | +231.5% | +109.9% | +121.6% | +153.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling