+34.1%
RKLB vs STLA
-41.2%
+75.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.9% | -2.4% | -3.7% |
| 7D | 0.0% | +0.4% | -0.4% | -0.2% |
| 30D | -21.2% | -5.2% | -16.0% | -20.0% |
| 3M | -41.7% | -24.9% | -16.9% | -35.7% |
| 6M | -11.8% | -25.2% | +13.4% | -1.3% |
| YTD | -9.6% | -51.4% | +41.8% | +10.6% |
| 1Y | +34.1% | -40.7% | +74.8% | +43.9% |
| All | +34.1% | -41.2% | +75.3% | +43.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling