-7.4%
RKLB vs INTU
-46.5%
+39.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.5% | -7.2% | -3.2% |
| 7D | -10.6% | +8.7% | -19.3% | -9.2% |
| 30D | -28.3% | +25.9% | -54.1% | -25.7% |
| 3M | -29.7% | +10.7% | -40.4% | -28.0% |
| 6M | -34.8% | -11.6% | -23.2% | -30.9% |
| YTD | -24.9% | -45.4% | +20.5% | +1.0% |
| 1Y | -7.4% | -45.2% | +37.8% | +24.0% |
| All | -7.4% | -46.5% | +39.1% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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