+557.5%
RKLB vs STT
+189.7%
+367.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.9% | -2.9% |
| 7D | +39.3% | +5.1% | +34.2% | +34.6% |
| 30D | -0.2% | -0.2% | 0.0% | +0.8% |
| 3M | -21.1% | -8.1% | -12.9% | -15.6% |
| 6M | -45.5% | +16.6% | -62.1% | -51.1% |
| YTD | -8.2% | +37.8% | -46.0% | -26.8% |
| 1Y | +28.2% | +46.8% | -18.6% | -1.7% |
| 3Y | +1,366.1% | +181.2% | +1,185.0% | +657.5% |
| 5Y | +345.9% | +105.1% | +240.7% | +151.1% |
| All | +557.5% | +189.7% | +367.9% | +217.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling