+444.6%
RKLB vs INTU
+3.6%
+441.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -3.8% | +19.2% | +17.1% |
| 7D | -3.0% | +0.1% | -3.2% | -3.6% |
| 30D | -26.2% | +15.4% | -41.6% | -32.3% |
| 3M | -29.9% | +6.6% | -36.4% | -34.2% |
| 6M | -37.3% | -11.3% | -26.0% | -38.7% |
| YTD | -23.9% | -47.7% | +23.8% | +3.3% |
| 1Y | +7.0% | -47.0% | +54.0% | +44.6% |
| 3Y | +1,120.0% | -29.9% | +1,149.9% | +1,211.3% |
| 5Y | +242.2% | -42.2% | +284.4% | +287.8% |
| All | +444.6% | +3.6% | +441.1% | +368.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling