+504.1%
RKLB vs STLD
+580.8%
-76.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.1% | +8.8% | +9.9% |
| 7D | +13.0% | -9.7% | +22.7% | +18.8% |
| 30D | -13.7% | -4.5% | -9.2% | -11.4% |
| 3M | -28.9% | -13.1% | -15.9% | -24.2% |
| 6M | -44.2% | -2.8% | -41.4% | -44.0% |
| YTD | -15.6% | +35.3% | -51.0% | -27.1% |
| 1Y | +14.0% | +51.4% | -37.4% | -6.1% |
| 3Y | +1,275.2% | +117.9% | +1,157.3% | +841.9% |
| 5Y | +296.6% | +272.6% | +24.0% | +114.8% |
| All | +504.1% | +580.8% | -76.7% | +167.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 10y: compounded portfolio wealth divided by compounded STLD 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…
10y analysis · Full analysis span regression · 6 months rolling