+559.5%
RKLB vs SHOP
+48.4%
+511.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | -0.2% | -5.1% | +4.9% | +1.9% |
| 30D | -14.1% | +0.6% | -14.7% | -14.6% |
| 3M | -46.4% | +25.0% | -71.5% | -52.4% |
| 6M | -10.6% | +11.9% | -22.5% | -18.5% |
| YTD | -7.9% | -9.9% | +2.0% | -8.9% |
| 1Y | +49.5% | 0.0% | +49.5% | +42.2% |
| 3Y | +913.6% | +117.5% | +796.1% | +572.2% |
| 5Y | +375.3% | -6.6% | +381.9% | +237.5% |
| All | +559.5% | +48.4% | +511.1% | +348.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling