+531.5%
RKLB vs SHOP
+50.4%
+481.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.1% |
| 7D | +15.9% | -1.2% | +17.2% | +16.5% |
| 30D | +4.0% | -14.7% | +18.7% | +10.7% |
| 3M | -23.2% | -7.2% | -16.0% | -21.6% |
| 6M | -50.4% | +54.2% | -104.6% | -60.4% |
| YTD | -11.8% | -8.6% | -3.2% | -14.0% |
| 1Y | +36.0% | +0.5% | +35.5% | +27.6% |
| 3Y | +1,321.0% | +135.9% | +1,185.1% | +811.4% |
| 5Y | +328.2% | -11.9% | +340.1% | +205.8% |
| All | +531.5% | +50.4% | +481.1% | +323.1% |
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