+547.3%
RKLB vs STT
+218.3%
+329.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | 0.0% | +1.0% | -1.0% | -0.8% |
| 30D | -21.2% | +2.8% | -24.0% | -22.8% |
| 3M | -41.7% | +18.1% | -59.9% | -48.6% |
| 6M | -11.8% | +59.2% | -71.0% | -36.7% |
| YTD | -9.6% | +51.5% | -61.1% | -33.2% |
| 1Y | +34.1% | +75.7% | -41.6% | -10.0% |
| 3Y | +917.3% | +200.8% | +716.5% | +395.2% |
| 5Y | +204.4% | +155.8% | +48.6% | +54.3% |
| All | +547.3% | +218.3% | +329.0% | +190.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded STT 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling