+547.3%
RKLB vs STLA
-44.6%
+591.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.9% | -2.4% | -3.4% |
| 7D | 0.0% | +0.4% | -0.4% | -0.3% |
| 30D | -21.2% | -5.2% | -16.0% | -19.8% |
| 3M | -41.7% | -24.9% | -16.9% | -34.4% |
| 6M | -11.8% | -25.2% | +13.4% | +0.5% |
| YTD | -9.6% | -51.4% | +41.8% | +20.0% |
| 1Y | +34.1% | -40.7% | +74.8% | +60.2% |
| 3Y | +917.3% | -66.3% | +983.5% | +1,378.7% |
| 5Y | +204.4% | -63.2% | +267.6% | +288.4% |
| All | +547.3% | -44.6% | +591.9% | +662.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 10y: compounded portfolio wealth divided by compounded STLA 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…
10y analysis · Full analysis span regression · 6 months rolling