+343.2%
RKLB vs STRL
+2,010.6%
-1,667.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.8% | -5.0% | -1.7% |
| 7D | -0.2% | +3.4% | -3.6% | -1.6% |
| 30D | -14.1% | -9.2% | -4.9% | -10.7% |
| 3M | -46.4% | -51.0% | +4.6% | -29.9% |
| 6M | -10.6% | +15.8% | -26.4% | -25.6% |
| YTD | -7.9% | +58.9% | -66.7% | -35.3% |
| 1Y | +49.5% | +68.5% | -19.0% | +2.1% |
| 3Y | +913.6% | +485.2% | +428.3% | +277.7% |
| All | +343.2% | +2,010.6% | -1,667.4% | -2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling