+1,335.0%
RKLB vs STLA
-74.3%
+1,409.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -3.6% | +10.2% | +7.8% |
| 7D | +15.2% | -4.9% | +20.1% | +17.3% |
| 30D | -8.1% | -4.9% | -3.2% | -7.0% |
| 3M | -21.7% | -23.7% | +2.0% | -14.5% |
| 6M | -40.5% | -45.0% | +4.4% | -26.1% |
| YTD | -10.1% | -60.9% | +50.8% | +23.5% |
| 1Y | +20.8% | -58.9% | +79.7% | +61.5% |
| 3Y | +1,335.0% | -74.4% | +1,409.5% | +2,016.1% |
| All | +1,335.0% | -74.3% | +1,409.3% | +2,016.1% |
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