+204.4%
RKLB vs SBUX
-4.5%
+208.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.9% | -2.3% | -3.2% |
| 7D | 0.0% | -6.3% | +6.2% | +3.5% |
| 30D | -21.2% | -3.9% | -17.3% | -19.6% |
| 3M | -41.7% | +3.3% | -45.0% | -43.4% |
| 6M | -11.8% | +1.4% | -13.2% | -13.1% |
| YTD | -9.6% | +21.0% | -30.5% | -19.3% |
| 1Y | +34.1% | +22.4% | +11.7% | +18.0% |
| 3Y | +917.3% | +13.2% | +904.0% | +813.3% |
| 5Y | +204.4% | -5.2% | +209.6% | +136.3% |
| All | +204.4% | -4.5% | +208.9% | +136.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling