+343.2%
RKLB vs T
+67.4%
+275.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.7% | +0.7% |
| 7D | -0.2% | -1.3% | +1.1% | -0.2% |
| 30D | -14.1% | +11.4% | -25.5% | -14.3% |
| 3M | -46.4% | +14.3% | -60.7% | -46.6% |
| 6M | -10.6% | -9.3% | -1.4% | -8.7% |
| YTD | -7.9% | +7.1% | -15.0% | -8.3% |
| 1Y | +49.5% | -9.1% | +58.6% | +53.5% |
| 3Y | +913.6% | +105.3% | +808.2% | +744.1% |
| All | +343.2% | +67.4% | +275.8% | +284.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling