+1,379.7%
RKLB vs SBUX
+10.7%
+1,369.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.4% | -0.8% | -2.3% |
| 7D | +39.3% | +1.0% | +38.3% | +38.9% |
| 30D | -0.2% | +16.6% | -16.8% | -5.6% |
| 3M | -21.1% | -0.6% | -20.5% | -20.9% |
| 6M | -45.5% | +1.8% | -47.3% | -46.1% |
| YTD | -8.2% | +29.7% | -37.8% | -16.8% |
| 1Y | +28.2% | +26.1% | +2.2% | +17.1% |
| All | +1,379.7% | +10.7% | +1,369.0% | +1,295.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling