+543.6%
RKLB vs STT
+186.2%
+357.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.4% | +6.1% | +6.2% |
| 7D | +15.2% | +1.1% | +14.1% | +14.8% |
| 30D | -8.1% | -1.9% | -6.2% | -6.0% |
| 3M | -21.7% | -7.6% | -14.1% | -16.6% |
| 6M | -40.5% | +16.0% | -56.5% | -46.4% |
| YTD | -10.1% | +36.2% | -46.3% | -27.8% |
| 1Y | +20.8% | +46.8% | -26.0% | -7.4% |
| 3Y | +1,335.0% | +177.8% | +1,157.2% | +647.7% |
| 5Y | +329.8% | +105.8% | +224.0% | +143.3% |
| All | +543.6% | +186.2% | +357.4% | +213.7% |
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