+384.2%
RKLB vs HTZ
-92.5%
+476.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -8.4% | +23.8% | +17.2% |
| 7D | -3.0% | -14.6% | +11.6% | -0.2% |
| 30D | -26.2% | -20.8% | -5.4% | -23.0% |
| 3M | -29.9% | -18.8% | -11.1% | -28.2% |
| 6M | -37.3% | -74.7% | +37.4% | -20.6% |
| YTD | -23.9% | -68.1% | +44.2% | -9.4% |
| 1Y | +7.0% | -73.5% | +80.5% | +32.3% |
| 3Y | +1,120.0% | -81.8% | +1,201.8% | +1,353.1% |
| 5Y | +242.2% | -95.2% | +337.4% | +407.2% |
| All | +384.2% | -92.5% | +476.8% | +703.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling