+504.1%
RKLB vs INTU
+2.6%
+501.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -1.0% | +11.9% | +11.3% |
| 7D | +13.0% | -3.9% | +17.0% | +14.6% |
| 30D | -13.7% | +11.7% | -25.4% | -19.6% |
| 3M | -28.9% | +4.5% | -33.4% | -32.8% |
| 6M | -44.2% | -13.9% | -30.3% | -44.0% |
| YTD | -15.6% | -48.2% | +32.6% | +15.0% |
| 1Y | +14.0% | -47.1% | +61.1% | +53.9% |
| 3Y | +1,275.2% | -32.5% | +1,307.7% | +1,415.2% |
| 5Y | +296.6% | -42.6% | +339.2% | +350.4% |
| All | +504.1% | +2.6% | +501.5% | +421.7% |
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