+559.5%
RKLB vs STLD
+622.4%
-63.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.4% |
| 7D | -0.2% | +3.1% | -3.4% | -1.7% |
| 30D | -14.1% | -9.0% | -5.1% | -10.7% |
| 3M | -46.4% | -12.4% | -34.1% | -43.8% |
| 6M | -10.6% | +25.5% | -36.1% | -20.4% |
| YTD | -7.9% | +43.6% | -51.5% | -23.0% |
| 1Y | +49.5% | +87.2% | -37.7% | +11.3% |
| 3Y | +913.6% | +135.2% | +778.3% | +567.2% |
| 5Y | +375.3% | +290.9% | +84.4% | +149.7% |
| All | +559.5% | +622.4% | -63.0% | +182.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling