+308.8%
RKLB vs SHAK
-22.8%
+331.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.2% | -1.6% | +0.1% |
| 7D | -2.0% | -8.3% | +6.2% | +2.0% |
| 30D | -22.4% | -12.6% | -9.8% | -17.5% |
| 3M | -45.2% | +9.1% | -54.3% | -48.4% |
| 6M | -12.5% | -31.2% | +18.7% | +0.1% |
| YTD | -9.8% | -21.6% | +11.8% | -3.9% |
| 1Y | +30.0% | -38.8% | +68.8% | +56.4% |
| 3Y | +942.2% | +0.6% | +941.6% | +790.0% |
| All | +308.8% | -22.8% | +331.5% | +253.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling