+559.5%
RKLB vs STRL
+2,839.5%
-2,280.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.8% | -5.0% | -1.5% |
| 7D | -0.2% | +3.4% | -3.6% | -1.5% |
| 30D | -14.1% | -9.2% | -4.9% | -10.9% |
| 3M | -46.4% | -51.0% | +4.6% | -31.3% |
| 6M | -10.6% | +15.8% | -26.4% | -23.7% |
| YTD | -7.9% | +58.9% | -66.7% | -32.2% |
| 1Y | +49.5% | +68.5% | -19.0% | +7.7% |
| 3Y | +913.6% | +485.2% | +428.3% | +343.6% |
| 5Y | +375.3% | +2,005.1% | -1,629.8% | +37.6% |
| All | +559.5% | +2,839.5% | -2,280.0% | +91.4% |
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