+546.0%
RKLB vs TD
+180.7%
+365.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +0.9% |
| 7D | -2.0% | -0.5% | -1.5% | -1.5% |
| 30D | -22.4% | -1.9% | -20.5% | -20.9% |
| 3M | -45.2% | +4.8% | -49.9% | -47.8% |
| 6M | -12.5% | +28.0% | -40.5% | -30.5% |
| YTD | -9.8% | +30.3% | -40.1% | -29.4% |
| 1Y | +30.0% | +59.8% | -29.8% | -15.2% |
| 3Y | +942.2% | +124.7% | +817.5% | +388.3% |
| 5Y | +236.8% | +127.0% | +109.9% | +65.5% |
| All | +546.0% | +180.7% | +365.3% | +195.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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