+36.0%
RKLB vs SHOP
-4.4%
+40.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.0% |
| 7D | +15.9% | -1.2% | +17.2% | +16.3% |
| 30D | +4.0% | -14.7% | +18.7% | +8.1% |
| 3M | -23.2% | -7.2% | -16.0% | -22.2% |
| 6M | -50.4% | +54.2% | -104.6% | -57.7% |
| YTD | -11.8% | -8.6% | -3.2% | -3.8% |
| 1Y | +36.0% | +0.5% | +35.5% | +38.5% |
| All | +36.0% | -4.4% | +40.4% | +38.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling