+345.9%
RKLB vs STZ
-29.2%
+375.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.5% | -3.2% |
| 7D | +39.3% | 0.0% | +39.3% | +39.3% |
| 30D | -0.2% | +14.7% | -14.9% | -3.8% |
| 3M | -21.1% | +8.8% | -29.9% | -23.0% |
| 6M | -45.5% | +3.1% | -48.6% | -46.4% |
| YTD | -8.2% | +7.9% | -16.0% | -13.8% |
| 1Y | +28.2% | +14.2% | +14.1% | +17.5% |
| 3Y | +1,366.1% | -35.2% | +1,401.3% | +1,616.7% |
| 5Y | +345.9% | -29.6% | +375.4% | +469.0% |
| All | +345.9% | -29.2% | +375.0% | +469.0% |
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