+936.5%
RKLB vs STT
+207.6%
+728.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.5% |
| 7D | -0.2% | +0.5% | -0.7% | -0.7% |
| 30D | -14.1% | +3.9% | -18.0% | -17.6% |
| 3M | -46.4% | +20.0% | -66.4% | -56.1% |
| 6M | -10.6% | +55.3% | -65.9% | -44.0% |
| YTD | -7.9% | +53.3% | -61.2% | -42.2% |
| 1Y | +49.5% | +74.7% | -25.2% | -18.0% |
| All | +936.5% | +207.6% | +728.9% | +211.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling