+531.5%
RKLB vs INTU
+3.6%
+527.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -4.2% |
| 7D | +15.9% | +0.1% | +15.9% | +15.9% |
| 30D | +4.0% | +10.1% | -6.1% | -2.2% |
| 3M | -23.2% | -4.2% | -19.0% | -23.7% |
| 6M | -50.4% | -7.2% | -43.2% | -52.3% |
| YTD | -11.8% | -47.7% | +35.9% | +19.7% |
| 1Y | +36.0% | -46.7% | +82.7% | +82.9% |
| 3Y | +1,321.0% | -34.1% | +1,355.1% | +1,498.8% |
| 5Y | +328.2% | -43.3% | +371.5% | +390.4% |
| All | +531.5% | +3.6% | +527.8% | +443.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling