+531.5%
RKLB vs SBUX
+25.1%
+506.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.9% |
| 7D | +15.9% | +1.6% | +14.4% | +15.2% |
| 30D | +4.0% | +14.8% | -10.8% | -3.2% |
| 3M | -23.2% | -0.8% | -22.4% | -23.1% |
| 6M | -50.4% | +2.2% | -52.7% | -51.5% |
| YTD | -11.8% | +29.5% | -41.3% | -23.6% |
| 1Y | +36.0% | +27.0% | +9.0% | +18.6% |
| 3Y | +1,321.0% | +10.9% | +1,310.1% | +1,220.4% |
| 5Y | +328.2% | +7.4% | +320.8% | +246.2% |
| All | +531.5% | +25.1% | +506.3% | +418.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling