+49.5%
RKLB vs STM
+107.3%
-57.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | -0.3% |
| 7D | -0.2% | +5.8% | -6.0% | -3.3% |
| 30D | -14.1% | -1.0% | -13.1% | -13.5% |
| 3M | -46.4% | -33.3% | -13.2% | -34.7% |
| 6M | -10.6% | +57.4% | -68.0% | -30.9% |
| YTD | -7.9% | +102.2% | -110.1% | -36.2% |
| 1Y | +49.5% | +99.6% | -50.1% | -0.3% |
| All | +49.5% | +107.3% | -57.8% | -0.3% |
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