+942.2%
RKLB vs HUM
-9.4%
+951.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.7% | +1.0% |
| 7D | -2.0% | +2.1% | -4.1% | -2.5% |
| 30D | -22.4% | +5.4% | -27.8% | -23.5% |
| 3M | -45.2% | +11.4% | -56.6% | -46.6% |
| 6M | -12.5% | +141.5% | -154.0% | -28.4% |
| YTD | -9.8% | +61.2% | -71.0% | -21.7% |
| 1Y | +30.0% | +49.2% | -19.2% | +14.0% |
| 3Y | +942.2% | -9.0% | +951.3% | +812.3% |
| All | +942.2% | -9.4% | +951.6% | +812.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 3y: compounded portfolio wealth divided by compounded HUM 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…
3y analysis · Full analysis span regression · 6 months rolling