+557.5%
RKLB vs TAP
+5.0%
+552.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.1% |
| 7D | +39.3% | -6.3% | +45.6% | +39.3% |
| 30D | -0.2% | +2.7% | -2.9% | -0.5% |
| 3M | -21.1% | -3.7% | -17.3% | -21.1% |
| 6M | -45.5% | -2.0% | -43.5% | -45.7% |
| YTD | -8.2% | -12.3% | +4.2% | -8.0% |
| 1Y | +28.2% | -10.1% | +38.3% | +27.5% |
| 3Y | +1,366.1% | -25.3% | +1,391.4% | +1,413.3% |
| 5Y | +345.9% | -1.9% | +347.8% | +353.9% |
| All | +557.5% | +5.0% | +552.6% | +564.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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