+325.8%
RKLB vs HST
+72.3%
+253.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.5% |
| 7D | -0.2% | -1.0% | +0.8% | +0.6% |
| 30D | -14.1% | -12.3% | -1.9% | -5.3% |
| 3M | -46.4% | -6.4% | -40.1% | -44.5% |
| 6M | -10.6% | +15.0% | -25.6% | -21.5% |
| YTD | -7.9% | +30.5% | -38.4% | -27.0% |
| 1Y | +49.5% | +35.7% | +13.8% | +13.1% |
| 3Y | +913.6% | +68.4% | +845.2% | +539.8% |
| All | +325.8% | +72.3% | +253.6% | +224.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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