+543.6%
RKLB vs STM
+25.2%
+518.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.4% | +6.2% | +6.3% |
| 7D | +15.2% | -7.9% | +23.1% | +21.2% |
| 30D | -8.1% | -14.1% | +6.1% | +0.8% |
| 3M | -21.7% | -17.6% | -4.0% | -12.4% |
| 6M | -40.5% | -24.2% | -16.3% | -32.2% |
| YTD | -10.1% | +73.3% | -83.4% | -33.8% |
| 1Y | +20.8% | +90.1% | -69.3% | -15.0% |
| 3Y | +1,335.0% | +10.3% | +1,324.7% | +1,124.8% |
| 5Y | +329.8% | -5.7% | +335.6% | +268.4% |
| All | +543.6% | +25.2% | +518.4% | +417.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling