+546.0%
RKLB vs SBUX
+15.4%
+530.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.8% |
| 7D | -2.0% | -5.5% | +3.4% | +0.8% |
| 30D | -22.4% | -8.5% | -14.0% | -18.9% |
| 3M | -45.2% | -2.9% | -42.2% | -44.8% |
| 6M | -12.5% | -1.5% | -11.0% | -12.4% |
| YTD | -9.8% | +19.4% | -29.1% | -18.3% |
| 1Y | +30.0% | +22.9% | +7.0% | +15.0% |
| 3Y | +942.2% | +11.3% | +930.9% | +851.7% |
| 5Y | +236.8% | -6.9% | +243.7% | +186.5% |
| All | +546.0% | +15.4% | +530.7% | +454.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX 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 SBUX 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