+559.5%
RKLB vs STZ
-30.1%
+589.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.9% |
| 7D | -0.2% | -1.9% | +1.7% | +0.3% |
| 30D | -14.1% | -1.9% | -12.2% | -13.8% |
| 3M | -46.4% | -6.2% | -40.2% | -46.1% |
| 6M | -10.6% | -14.0% | +3.4% | -7.8% |
| YTD | -7.9% | -5.1% | -2.8% | -10.0% |
| 1Y | +49.5% | -9.6% | +59.0% | +49.0% |
| 3Y | +913.6% | -47.2% | +960.8% | +1,162.2% |
| 5Y | +375.3% | -33.6% | +408.9% | +452.1% |
| All | +559.5% | -30.1% | +589.6% | +645.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling