+543.6%
RKLB vs STRL
+1,649.6%
-1,106.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.4% | +6.9% | +6.7% |
| 7D | +15.2% | -19.8% | +35.0% | +24.4% |
| 30D | -8.1% | -43.6% | +35.5% | +13.6% |
| 3M | -21.7% | -45.2% | +23.6% | -2.5% |
| 6M | -40.5% | -65.7% | +25.2% | -14.1% |
| YTD | -10.1% | -5.4% | -4.7% | -20.1% |
| 1Y | +20.8% | -24.7% | +45.5% | +18.4% |
| 3Y | +1,335.0% | +335.0% | +1,000.0% | +611.4% |
| 5Y | +329.8% | +915.3% | -585.5% | +52.5% |
| All | +543.6% | +1,649.6% | -1,106.0% | +125.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling