+962.4%
RKLB vs STLA
-65.4%
+1,027.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.1% | +5.6% | +3.7% |
| 7D | +5.3% | +0.7% | +4.6% | +4.9% |
| 30D | -20.5% | -2.4% | -18.1% | -20.1% |
| 3M | -42.0% | -23.9% | -18.2% | -36.0% |
| 6M | -6.0% | -24.6% | +18.6% | +5.2% |
| YTD | -5.6% | -50.5% | +44.9% | +19.7% |
| 1Y | +38.0% | -39.8% | +77.8% | +59.9% |
| 3Y | +962.4% | -65.6% | +1,028.0% | +1,377.2% |
| All | +962.4% | -65.4% | +1,027.8% | +1,377.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling