+916.8%
RKLB vs INTU
-38.0%
+954.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.4% | +4.1% | +1.7% |
| 7D | -0.2% | -7.1% | +6.9% | +1.9% |
| 30D | -14.1% | +1.5% | -15.6% | -15.0% |
| 3M | -46.4% | +10.7% | -57.1% | -49.0% |
| 6M | -10.6% | -23.8% | +13.2% | -2.5% |
| YTD | -7.9% | -49.3% | +41.4% | +31.0% |
| 1Y | +49.5% | -49.7% | +99.1% | +114.1% |
| All | +916.8% | -38.0% | +954.8% | +1,120.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling