+472.2%
RKLB vs HTZ
-93.2%
+565.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -8.0% | +14.5% | +8.2% |
| 7D | +15.2% | -27.5% | +42.7% | +22.5% |
| 30D | -8.1% | -21.9% | +13.8% | -4.0% |
| 3M | -21.7% | -29.2% | +7.6% | -17.7% |
| 6M | -40.5% | -75.2% | +34.7% | -24.5% |
| YTD | -10.1% | -70.8% | +60.7% | +8.9% |
| 1Y | +20.8% | -76.1% | +96.9% | +52.5% |
| 3Y | +1,335.0% | -82.5% | +1,417.5% | +1,609.4% |
| 5Y | +329.8% | -94.1% | +423.9% | +556.0% |
| All | +472.2% | -93.2% | +565.4% | +865.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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