+576.0%
RKLB vs SHEL
+220.3%
+355.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.5% | 0.0% | +1.8% |
| 7D | +5.3% | +1.9% | +3.4% | +4.8% |
| 30D | -20.5% | +8.7% | -29.1% | -22.3% |
| 3M | -42.0% | +11.0% | -53.0% | -43.9% |
| 6M | -6.0% | +14.6% | -20.6% | -10.2% |
| YTD | -5.6% | +33.3% | -38.9% | -13.8% |
| 1Y | +38.0% | +37.9% | +0.1% | +24.8% |
| 3Y | +962.4% | +69.7% | +892.7% | +806.0% |
| 5Y | +336.5% | +190.1% | +146.4% | +263.5% |
| All | +576.0% | +220.3% | +355.7% | +464.9% |
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