+547.3%
RKLB vs SHAK
-21.2%
+568.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.5% | +2.3% | -1.5% |
| 7D | 0.0% | -7.2% | +7.2% | +3.1% |
| 30D | -21.2% | -11.8% | -9.4% | -17.1% |
| 3M | -41.7% | +17.2% | -58.9% | -46.4% |
| 6M | -11.8% | -34.1% | +22.4% | +1.3% |
| YTD | -9.6% | -22.4% | +12.8% | -3.7% |
| 1Y | +34.1% | -35.9% | +70.0% | +54.8% |
| 3Y | +917.3% | -3.4% | +920.6% | +839.8% |
| 5Y | +204.4% | -25.4% | +229.8% | +173.6% |
| All | +547.3% | -21.2% | +568.5% | +520.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling