+308.8%
RKLB vs HUM
+6.5%
+302.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.7% | +1.1% |
| 7D | -2.0% | +2.1% | -4.1% | -2.5% |
| 30D | -22.4% | +5.4% | -27.8% | -23.4% |
| 3M | -45.2% | +11.4% | -56.6% | -46.5% |
| 6M | -12.5% | +141.5% | -154.0% | -28.1% |
| YTD | -9.8% | +61.2% | -71.0% | -21.1% |
| 1Y | +30.0% | +49.2% | -19.2% | +14.9% |
| 3Y | +942.2% | -9.0% | +951.3% | +880.0% |
| All | +308.8% | +6.5% | +302.2% | +285.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling