+547.3%
RKLB vs T
+66.9%
+480.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.8% | -2.5% | -4.2% |
| 7D | 0.0% | -3.1% | +3.0% | +0.1% |
| 30D | -21.2% | +4.6% | -25.8% | -21.4% |
| 3M | -41.7% | +12.2% | -54.0% | -42.1% |
| 6M | -11.8% | -6.5% | -5.3% | -10.4% |
| YTD | -9.6% | +4.9% | -14.5% | -10.2% |
| 1Y | +34.1% | -10.5% | +44.6% | +37.5% |
| 3Y | +917.3% | +104.6% | +812.7% | +738.6% |
| 5Y | +204.4% | +64.2% | +140.2% | +169.4% |
| All | +547.3% | +66.9% | +480.4% | +458.2% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 10y: compounded portfolio wealth divided by compounded T 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…
10y analysis · Full analysis span regression · 6 months rolling