+543.6%
RKLB vs STLA
-55.4%
+599.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -3.6% | +10.2% | +8.1% |
| 7D | +15.2% | -4.9% | +20.1% | +17.6% |
| 30D | -8.1% | -4.9% | -3.2% | -6.9% |
| 3M | -21.7% | -23.7% | +2.0% | -13.5% |
| 6M | -40.5% | -45.0% | +4.4% | -24.0% |
| YTD | -10.1% | -60.9% | +50.8% | +29.3% |
| 1Y | +20.8% | -58.9% | +79.7% | +68.8% |
| 3Y | +1,335.0% | -74.4% | +1,409.5% | +2,245.6% |
| 5Y | +329.8% | -71.5% | +401.3% | +502.5% |
| All | +543.6% | -55.4% | +599.0% | +721.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling