+962.4%
RKLB vs TAP
-31.5%
+993.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.1% | +6.6% | +2.1% |
| 7D | +5.3% | -2.3% | +7.6% | +5.1% |
| 30D | -20.5% | -9.4% | -11.1% | -21.1% |
| 3M | -42.0% | -0.8% | -41.2% | -42.2% |
| 6M | -6.0% | -14.7% | +8.7% | -5.2% |
| YTD | -5.6% | -13.9% | +8.4% | -6.1% |
| 1Y | +38.0% | -18.6% | +56.6% | +39.2% |
| 3Y | +962.4% | -32.0% | +994.4% | +988.5% |
| All | +962.4% | -31.5% | +993.9% | +988.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling