+559.5%
RKLB vs STLA
-41.8%
+601.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.1% |
| 7D | -0.2% | +2.6% | -2.8% | -1.4% |
| 30D | -14.1% | -1.2% | -12.9% | -14.1% |
| 3M | -46.4% | -24.8% | -21.7% | -39.6% |
| 6M | -10.6% | -25.6% | +14.9% | +2.0% |
| YTD | -7.9% | -48.9% | +41.1% | +19.7% |
| 1Y | +49.5% | -38.8% | +88.2% | +76.3% |
| 3Y | +913.6% | -64.5% | +978.1% | +1,342.1% |
| 5Y | +375.3% | -62.4% | +437.7% | +497.8% |
| All | +559.5% | -41.8% | +601.3% | +660.4% |
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