-7.4%
RKLB vs STM
+92.4%
-99.8%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -6.1% | +2.3% | +0.2% |
| 7D | -10.6% | -6.0% | -4.6% | -6.9% |
| 30D | -28.3% | -20.9% | -7.3% | -16.6% |
| 3M | -29.7% | -15.8% | -13.9% | -21.6% |
| 6M | -34.8% | -17.0% | -17.7% | -30.3% |
| YTD | -24.9% | +76.8% | -101.7% | -54.2% |
| 1Y | -7.4% | +96.5% | -103.9% | -50.5% |
| All | -7.4% | +92.4% | -99.8% | -50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STM.
Daily Out/Under-Performance
Portfolio return minus STM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STM 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 1y: compounded portfolio wealth divided by compounded STM 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…
1y analysis · Full analysis span regression · 6 months rolling