+962.4%
RKLB vs T
+105.3%
+857.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.4% |
| 7D | +5.3% | -1.5% | +6.9% | +5.0% |
| 30D | -20.5% | +7.6% | -28.1% | -19.1% |
| 3M | -42.0% | +15.3% | -57.3% | -39.8% |
| 6M | -6.0% | -8.5% | +2.4% | -3.9% |
| YTD | -5.6% | +6.8% | -12.3% | -3.0% |
| 1Y | +38.0% | -7.2% | +45.2% | +43.6% |
| 3Y | +962.4% | +108.2% | +854.2% | +855.1% |
| All | +962.4% | +105.3% | +857.2% | +855.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling