+535.9%
RKLB vs SHOP
+29.4%
+506.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.6% | -1.7% |
| 7D | -2.9% | -13.2% | +10.3% | +2.7% |
| 30D | -22.6% | -17.0% | -5.5% | -16.9% |
| 3M | -41.0% | +17.0% | -58.0% | -46.4% |
| 6M | -10.1% | -2.1% | -8.0% | -13.5% |
| YTD | -11.2% | -21.4% | +10.2% | -7.4% |
| 1Y | +34.2% | -11.0% | +45.2% | +33.5% |
| 3Y | +899.4% | +100.9% | +798.4% | +584.1% |
| 5Y | +231.5% | -14.7% | +246.2% | +146.4% |
| All | +535.9% | +29.4% | +506.4% | +355.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 10y: compounded portfolio wealth divided by compounded SHOP 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…
10y analysis · Full analysis span regression · 6 months rolling