+255.2%
RKLB vs HST
+71.5%
+183.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | 0.0% | +15.4% | +15.4% |
| 7D | -3.0% | -2.7% | -0.3% | -0.5% |
| 30D | -26.2% | +10.7% | -36.9% | -32.1% |
| 3M | -29.9% | +6.3% | -36.1% | -33.2% |
| 6M | -37.3% | +19.0% | -56.3% | -46.6% |
| YTD | -23.9% | +47.0% | -71.0% | -45.8% |
| 1Y | +7.0% | +53.4% | -46.5% | -26.6% |
| 3Y | +1,120.0% | +78.0% | +1,042.0% | +621.4% |
| All | +255.2% | +71.5% | +183.7% | +106.6% |
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