+559.5%
RKLB vs SBUX
+22.1%
+537.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +1.4% |
| 7D | -0.2% | -3.1% | +2.9% | +1.4% |
| 30D | -14.1% | -0.9% | -13.2% | -13.8% |
| 3M | -46.4% | +11.6% | -58.0% | -50.0% |
| 6M | -10.6% | +8.8% | -19.4% | -15.0% |
| YTD | -7.9% | +26.3% | -34.2% | -19.0% |
| 1Y | +49.5% | +23.1% | +26.3% | +32.1% |
| 3Y | +913.6% | +15.0% | +898.6% | +814.1% |
| 5Y | +375.3% | +0.4% | +374.9% | +292.1% |
| All | +559.5% | +22.1% | +537.4% | +449.9% |
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