+576.0%
RKLB vs STLD
+617.2%
-41.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +2.8% |
| 7D | +5.3% | +2.7% | +2.7% | +4.0% |
| 30D | -20.5% | -8.4% | -12.0% | -17.5% |
| 3M | -42.0% | -9.9% | -32.2% | -40.1% |
| 6M | -6.0% | +33.0% | -39.1% | -18.5% |
| YTD | -5.6% | +42.6% | -48.2% | -20.8% |
| 1Y | +38.0% | +80.8% | -42.7% | +4.3% |
| 3Y | +962.4% | +143.4% | +819.0% | +589.7% |
| 5Y | +336.5% | +293.4% | +43.1% | +129.2% |
| All | +576.0% | +617.2% | -41.2% | +190.8% |
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