+336.5%
RKLB vs SHOP
-12.8%
+349.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -7.6% | +10.1% | +5.8% |
| 7D | +5.3% | -4.1% | +9.4% | +6.9% |
| 30D | -20.5% | -11.5% | -8.9% | -16.7% |
| 3M | -42.0% | +21.1% | -63.1% | -48.4% |
| 6M | -6.0% | +3.0% | -9.0% | -11.8% |
| YTD | -5.6% | -16.7% | +11.1% | -3.8% |
| 1Y | +38.0% | -8.3% | +46.3% | +35.3% |
| 3Y | +962.4% | +112.8% | +849.6% | +586.7% |
| 5Y | +336.5% | -9.3% | +345.8% | +242.6% |
| All | +336.5% | -12.8% | +349.3% | +242.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling