+319.6%
RKLB vs HTZ
-91.9%
+411.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -20.8% | +8.6% | -7.7% |
| 7D | -22.2% | -7.7% | -14.5% | -20.9% |
| 30D | -38.7% | -13.1% | -25.6% | -37.1% |
| 3M | -38.5% | +14.7% | -53.3% | -41.9% |
| 6M | -41.6% | -70.6% | +29.0% | -28.1% |
| YTD | -34.1% | -65.2% | +31.1% | -22.7% |
| 1Y | -18.5% | -73.2% | +54.7% | +1.0% |
| 3Y | +897.6% | -80.8% | +978.4% | +1,084.1% |
| 5Y | +196.5% | -94.8% | +291.3% | +332.9% |
| All | +319.6% | -91.9% | +411.5% | +586.0% |
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