+916.8%
RKLB vs STRL
+509.6%
+407.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.8% | -5.0% | -1.6% |
| 7D | -0.2% | +3.4% | -3.6% | -1.6% |
| 30D | -14.1% | -9.2% | -4.9% | -10.8% |
| 3M | -46.4% | -51.0% | +4.6% | -30.6% |
| 6M | -10.6% | +15.8% | -26.4% | -25.4% |
| YTD | -7.9% | +58.9% | -66.7% | -35.5% |
| 1Y | +49.5% | +68.5% | -19.0% | +2.0% |
| All | +916.8% | +509.6% | +407.2% | +326.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STRL.
Daily Out/Under-Performance
Portfolio return minus STRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STRL 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 STRL 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