-7.4%
RKLB vs HYG
+1.8%
-9.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HYG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.7% | -4.5% | -10.6% |
| 7D | -10.6% | -0.1% | -10.5% | -9.8% |
| 30D | -28.3% | +0.7% | -29.0% | -32.8% |
| 3M | -29.7% | -2.0% | -27.7% | -12.4% |
| 6M | -34.8% | -0.9% | -33.9% | -26.1% |
| YTD | -24.9% | +0.1% | -25.0% | -21.8% |
| 1Y | -7.4% | +1.6% | -9.0% | -23.0% |
| All | -7.4% | +1.8% | -9.2% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HYG.
Daily Out/Under-Performance
Portfolio return minus HYG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HYG 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 1y: compounded portfolio wealth divided by compounded HYG 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…
1y analysis · Full analysis span regression · 6 months rolling