+34.1%
RKLB vs STZ
-14.3%
+48.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.5% | -4.7% | -4.2% |
| 7D | 0.0% | -6.0% | +6.0% | -0.9% |
| 30D | -21.2% | -8.9% | -12.3% | -22.2% |
| 3M | -41.7% | -12.6% | -29.2% | -42.7% |
| 6M | -11.8% | -17.2% | +5.4% | -13.4% |
| YTD | -9.6% | -10.0% | +0.4% | -18.3% |
| 1Y | +34.1% | -14.3% | +48.4% | +23.1% |
| All | +34.1% | -14.3% | +48.4% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 1y: compounded portfolio wealth divided by compounded STZ 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…
1y analysis · Full analysis span regression · 6 months rolling