-7.4%
RKLB vs SHAK
-21.2%
+13.8%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.8% | -7.6% | -4.8% |
| 7D | -10.6% | +8.3% | -19.0% | -12.7% |
| 30D | -28.3% | +16.7% | -45.0% | -31.7% |
| 3M | -29.7% | +10.0% | -39.7% | -32.4% |
| 6M | -34.8% | -23.8% | -11.0% | -28.3% |
| YTD | -24.9% | -10.3% | -14.6% | -24.9% |
| 1Y | -7.4% | -22.9% | +15.5% | +0.9% |
| All | -7.4% | -21.2% | +13.8% | +0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 1y: compounded portfolio wealth divided by compounded SHAK 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…
1y analysis · Full analysis span regression · 6 months rolling