+559.5%
RKLB vs STT
+222.3%
+337.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -0.2% | +0.5% | -0.7% | -0.5% |
| 30D | -14.1% | +3.9% | -18.0% | -16.5% |
| 3M | -46.4% | +20.0% | -66.4% | -53.2% |
| 6M | -10.6% | +55.3% | -65.9% | -34.8% |
| YTD | -7.9% | +53.3% | -61.2% | -32.5% |
| 1Y | +49.5% | +74.7% | -25.2% | +0.6% |
| 3Y | +913.6% | +205.8% | +707.7% | +388.0% |
| 5Y | +375.3% | +145.0% | +230.3% | +142.2% |
| All | +559.5% | +222.3% | +337.2% | +193.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling