+29.1%
RKLB vs STLA
-61.0%
+90.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.5% | +9.0% | +6.2% |
| 7D | +26.3% | -11.6% | +37.9% | +29.7% |
| 30D | +0.7% | -6.2% | +6.8% | +1.7% |
| 3M | -17.3% | -24.6% | +7.3% | -11.9% |
| 6M | -43.6% | -44.9% | +1.3% | -33.3% |
| YTD | -5.2% | -62.3% | +57.1% | +15.5% |
| 1Y | +29.1% | -61.8% | +90.9% | +47.7% |
| All | +29.1% | -61.0% | +90.1% | +47.7% |
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