+559.5%
RKLB vs T
+70.4%
+489.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.7% | +0.8% |
| 7D | -0.2% | -1.3% | +1.1% | -0.2% |
| 30D | -14.1% | +11.4% | -25.5% | -14.5% |
| 3M | -46.4% | +14.3% | -60.7% | -46.8% |
| 6M | -10.6% | -9.3% | -1.4% | -8.7% |
| YTD | -7.9% | +7.1% | -15.0% | -8.6% |
| 1Y | +49.5% | -9.1% | +58.6% | +53.2% |
| 3Y | +913.6% | +105.3% | +808.2% | +738.6% |
| 5Y | +375.3% | +66.8% | +308.5% | +320.5% |
| All | +559.5% | +70.4% | +489.1% | +468.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling