+559.5%
RKLB vs TAP
+7.5%
+552.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | -0.2% | -2.3% | +2.1% | -0.1% |
| 30D | -14.1% | -2.1% | -12.0% | -14.0% |
| 3M | -46.4% | +6.6% | -53.0% | -47.0% |
| 6M | -10.6% | -11.5% | +0.9% | -9.5% |
| YTD | -7.9% | -10.3% | +2.4% | -7.7% |
| 1Y | +49.5% | -14.4% | +63.9% | +50.9% |
| 3Y | +913.6% | -28.3% | +941.9% | +959.0% |
| 5Y | +375.3% | +1.7% | +373.6% | +383.5% |
| All | +559.5% | +7.5% | +552.0% | +566.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling