+336.5%
RKLB vs STZ
-36.5%
+373.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -5.6% | +8.1% | +4.1% |
| 7D | +5.3% | -7.4% | +12.7% | +7.5% |
| 30D | -20.5% | -10.9% | -9.6% | -18.1% |
| 3M | -42.0% | -13.4% | -28.6% | -40.2% |
| 6M | -6.0% | -16.2% | +10.1% | -2.7% |
| YTD | -5.6% | -10.4% | +4.9% | -6.7% |
| 1Y | +38.0% | -14.8% | +52.8% | +39.5% |
| 3Y | +962.4% | -50.1% | +1,012.6% | +1,270.5% |
| 5Y | +336.5% | -38.8% | +375.3% | +418.1% |
| All | +336.5% | -36.5% | +373.1% | +418.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling