+336.5%
RKLB vs STT
+150.3%
+186.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.2% | +3.7% | +3.5% |
| 7D | +5.3% | +2.2% | +3.1% | +3.5% |
| 30D | -20.5% | +3.9% | -24.4% | -23.0% |
| 3M | -42.0% | +19.2% | -61.2% | -49.9% |
| 6M | -6.0% | +60.4% | -66.4% | -35.5% |
| YTD | -5.6% | +51.5% | -57.0% | -32.6% |
| 1Y | +38.0% | +76.3% | -38.3% | -11.9% |
| 3Y | +962.4% | +200.7% | +761.7% | +371.3% |
| 5Y | +336.5% | +157.5% | +179.0% | +110.0% |
| All | +336.5% | +150.3% | +186.2% | +110.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling