+329.8%
RKLB vs T
+56.8%
+273.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.6% | +5.9% | +6.6% |
| 7D | +15.2% | +2.6% | +12.6% | +15.3% |
| 30D | -8.1% | -1.1% | -7.0% | -8.1% |
| 3M | -21.7% | -7.7% | -13.9% | -21.7% |
| 6M | -40.5% | -10.6% | -29.9% | -40.0% |
| YTD | -10.1% | -7.5% | -2.6% | -10.5% |
| 1Y | +20.8% | -7.4% | +28.3% | +20.1% |
| 3Y | +1,335.0% | +63.1% | +1,271.9% | +1,113.2% |
| 5Y | +329.8% | +55.2% | +274.6% | +266.0% |
| All | +329.8% | +56.8% | +273.0% | +266.0% |
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