+531.5%
RKLB vs SHEL
+235.6%
+295.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.3% | -5.3% | -4.3% |
| 7D | +15.9% | +0.8% | +15.2% | +15.7% |
| 30D | +4.0% | -3.6% | +7.6% | +4.8% |
| 3M | -23.2% | +12.0% | -35.2% | -25.8% |
| 6M | -50.4% | +19.7% | -70.1% | -53.3% |
| YTD | -11.8% | +39.6% | -51.4% | -20.7% |
| 1Y | +36.0% | +36.4% | -0.5% | +23.0% |
| 3Y | +1,321.0% | +70.2% | +1,250.8% | +1,105.0% |
| 5Y | +328.2% | +169.2% | +159.0% | +251.7% |
| All | +531.5% | +235.6% | +295.9% | +419.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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