+1,120.0%
RKLB vs STM
+4.7%
+1,115.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +4.4% | +11.0% | +13.0% |
| 7D | -3.0% | -10.7% | +7.7% | +3.3% |
| 30D | -26.2% | -25.7% | -0.5% | -13.5% |
| 3M | -29.9% | -21.6% | -8.3% | -20.0% |
| 6M | -37.3% | -27.8% | -9.5% | -26.7% |
| YTD | -23.9% | +61.8% | -85.7% | -38.6% |
| 1Y | +7.0% | +78.1% | -71.1% | -17.2% |
| 3Y | +1,120.0% | +4.9% | +1,115.1% | +972.8% |
| All | +1,120.0% | +4.7% | +1,115.3% | +972.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling