+559.5%
RKLB vs HRB
+227.9%
+331.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.0% | +4.7% | +1.4% |
| 7D | -0.2% | -5.7% | +5.5% | +0.8% |
| 30D | -14.1% | +7.9% | -22.0% | -15.6% |
| 3M | -46.4% | +32.1% | -78.6% | -49.9% |
| 6M | -10.6% | +62.2% | -72.9% | -21.3% |
| YTD | -7.9% | +16.4% | -24.3% | -11.5% |
| 1Y | +49.5% | -0.3% | +49.7% | +49.5% |
| 3Y | +913.6% | +36.0% | +877.5% | +802.0% |
| 5Y | +375.3% | +125.2% | +250.1% | +291.3% |
| All | +559.5% | +227.9% | +331.5% | +414.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling