+535.9%
RKLB vs HSY
+36.0%
+499.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.2% | -3.0% | -1.6% |
| 7D | -2.9% | -0.4% | -2.5% | -2.9% |
| 30D | -22.6% | -3.4% | -19.1% | -22.9% |
| 3M | -41.0% | -0.5% | -40.5% | -40.9% |
| 6M | -10.1% | -19.1% | +9.0% | -12.2% |
| YTD | -11.2% | -2.1% | -9.1% | -10.8% |
| 1Y | +34.2% | -3.2% | +37.4% | +34.8% |
| 3Y | +899.4% | -8.8% | +908.2% | +914.1% |
| 5Y | +231.5% | +13.0% | +218.6% | +312.5% |
| All | +535.9% | +36.0% | +499.9% | +675.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 10y: compounded portfolio wealth divided by compounded HSY 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…
10y analysis · Full analysis span regression · 6 months rolling