+38.0%
RKLB vs INTU
-52.3%
+90.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.1% | +6.6% | +2.1% |
| 7D | +5.3% | -7.5% | +12.9% | +4.5% |
| 30D | -20.5% | -1.9% | -18.5% | -20.6% |
| 3M | -42.0% | +4.9% | -46.9% | -41.4% |
| 6M | -6.0% | -33.2% | +27.2% | -0.4% |
| YTD | -5.6% | -51.4% | +45.8% | +15.5% |
| 1Y | +38.0% | -52.0% | +90.0% | +67.6% |
| All | +38.0% | -52.3% | +90.3% | +67.6% |
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