+437.0%
RKLB vs HTZ
-92.6%
+529.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -0.6% | +11.5% | +11.0% |
| 7D | +13.0% | -16.4% | +29.5% | +16.9% |
| 30D | -13.7% | -15.1% | +1.4% | -11.3% |
| 3M | -28.9% | -28.2% | -0.7% | -25.4% |
| 6M | -44.2% | -73.1% | +28.9% | -30.2% |
| YTD | -15.6% | -68.3% | +52.7% | +0.6% |
| 1Y | +14.0% | -75.2% | +89.2% | +42.9% |
| 3Y | +1,275.2% | -81.1% | +1,356.4% | +1,516.6% |
| 5Y | +296.6% | -95.0% | +391.6% | +490.7% |
| All | +437.0% | -92.6% | +529.6% | +792.5% |
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