+546.0%
RKLB vs HUBS
-39.8%
+585.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.4% |
| 7D | -2.0% | -9.0% | +7.0% | +0.8% |
| 30D | -22.4% | +7.2% | -29.7% | -25.0% |
| 3M | -45.2% | +20.9% | -66.0% | -51.3% |
| 6M | -12.5% | -13.0% | +0.5% | -18.0% |
| YTD | -9.8% | -43.8% | +34.1% | +1.1% |
| 1Y | +30.0% | -54.6% | +84.6% | +60.5% |
| 3Y | +942.2% | -58.5% | +1,000.7% | +1,233.9% |
| 5Y | +236.8% | -66.4% | +303.2% | +305.5% |
| All | +546.0% | -39.8% | +585.9% | +633.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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