+547.3%
RKLB vs HUM
+3.4%
+543.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -4.1% |
| 7D | 0.0% | -0.2% | +0.2% | 0.0% |
| 30D | -21.2% | +3.7% | -24.9% | -22.0% |
| 3M | -41.7% | +10.4% | -52.1% | -43.1% |
| 6M | -11.8% | +125.7% | -137.5% | -26.9% |
| YTD | -9.6% | +57.3% | -66.9% | -20.7% |
| 1Y | +34.1% | +48.6% | -14.5% | +18.7% |
| 3Y | +917.3% | -11.3% | +928.6% | +869.3% |
| 5Y | +204.4% | +0.8% | +203.6% | +176.9% |
| All | +547.3% | +3.4% | +543.9% | +473.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling