+962.4%
RKLB vs KHC
-9.9%
+972.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.5% |
| 7D | +5.3% | -2.2% | +7.5% | +5.1% |
| 30D | -20.5% | -0.1% | -20.4% | -20.4% |
| 3M | -42.0% | +8.3% | -50.4% | -41.9% |
| 6M | -6.0% | +5.0% | -11.0% | -6.4% |
| YTD | -5.6% | +8.0% | -13.6% | -5.4% |
| 1Y | +38.0% | -1.1% | +39.1% | +37.5% |
| 3Y | +962.4% | -10.7% | +973.1% | +859.2% |
| All | +962.4% | -9.9% | +972.3% | +859.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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