+504.1%
RKLB vs TAP
+5.7%
+498.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -1.2% | +12.1% | +10.9% |
| 7D | +13.0% | -7.8% | +20.9% | +13.1% |
| 30D | -13.7% | +7.1% | -20.8% | -14.1% |
| 3M | -28.9% | -7.0% | -21.9% | -28.8% |
| 6M | -44.2% | -3.8% | -40.4% | -44.2% |
| YTD | -15.6% | -11.7% | -3.9% | -15.5% |
| 1Y | +14.0% | -10.1% | +24.1% | +13.5% |
| 3Y | +1,275.2% | -23.7% | +1,298.9% | +1,315.7% |
| 5Y | +296.6% | +2.9% | +293.7% | +303.2% |
| All | +504.1% | +5.7% | +498.3% | +510.3% |
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 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