+486.3%
RKLB vs HTZ
-89.5%
+575.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.4% |
| 7D | -0.2% | +7.5% | -7.7% | -1.8% |
| 30D | -14.1% | +47.4% | -61.5% | -22.5% |
| 3M | -46.4% | -54.9% | +8.5% | -39.4% |
| 6M | -10.6% | -47.0% | +36.4% | -3.4% |
| YTD | -7.9% | -55.3% | +47.4% | +3.1% |
| 1Y | +49.5% | -57.6% | +107.1% | +65.6% |
| 3Y | +913.6% | -86.6% | +1,000.2% | +1,296.3% |
| 5Y | +375.3% | -86.1% | +461.4% | +615.8% |
| All | +486.3% | -89.5% | +575.9% | +814.5% |
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 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