+557.5%
RKLB vs SBUX
+25.3%
+532.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.4% | -0.8% | -1.9% |
| 7D | +39.3% | +1.0% | +38.3% | +38.7% |
| 30D | -0.2% | +16.6% | -16.8% | -7.9% |
| 3M | -21.1% | -0.6% | -20.5% | -21.0% |
| 6M | -45.5% | +1.8% | -47.3% | -46.6% |
| YTD | -8.2% | +29.7% | -37.8% | -20.5% |
| 1Y | +28.2% | +26.1% | +2.2% | +12.3% |
| 3Y | +1,366.1% | +10.3% | +1,355.9% | +1,268.8% |
| 5Y | +345.9% | +7.6% | +338.2% | +260.1% |
| All | +557.5% | +25.3% | +532.2% | +439.8% |
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 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