+204.4%
RKLB vs HSY
+10.6%
+193.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.6% | -4.3% |
| 7D | 0.0% | -3.0% | +2.9% | -0.4% |
| 30D | -21.2% | -5.0% | -16.2% | -21.7% |
| 3M | -41.7% | -1.3% | -40.4% | -41.7% |
| 6M | -11.8% | -21.5% | +9.7% | -13.9% |
| YTD | -9.6% | -3.3% | -6.3% | -9.3% |
| 1Y | +34.1% | -5.5% | +39.6% | +34.4% |
| 3Y | +917.3% | -9.9% | +927.2% | +933.4% |
| 5Y | +204.4% | +11.3% | +193.0% | +353.6% |
| All | +204.4% | +10.6% | +193.8% | +353.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling