+559.5%
RKLB vs HSY
+35.1%
+524.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.6% |
| 7D | -0.2% | -3.3% | +3.1% | -0.6% |
| 30D | -14.1% | -2.8% | -11.3% | -14.4% |
| 3M | -46.4% | -4.5% | -41.9% | -46.6% |
| 6M | -10.6% | -24.2% | +13.6% | -13.4% |
| YTD | -7.9% | -2.7% | -5.2% | -7.6% |
| 1Y | +49.5% | -3.7% | +53.2% | +50.1% |
| 3Y | +913.6% | -11.5% | +925.0% | +926.3% |
| 5Y | +375.3% | +10.3% | +365.0% | +488.3% |
| All | +559.5% | +35.1% | +524.4% | +703.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling