+944.2%
RKLB vs SHOP
+100.0%
+844.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.5% | +1.2% | -1.8% |
| 7D | 0.0% | -10.6% | +10.6% | +4.7% |
| 30D | -21.2% | -18.3% | -2.9% | -14.4% |
| 3M | -41.7% | +14.8% | -56.6% | -47.3% |
| 6M | -11.8% | -5.0% | -6.7% | -14.1% |
| YTD | -9.6% | -21.2% | +11.6% | -4.6% |
| 1Y | +34.1% | -11.6% | +45.7% | +34.1% |
| All | +944.2% | +100.0% | +844.2% | +636.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling