+576.0%
RKLB vs TD
+179.7%
+396.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.4% | +3.4% |
| 7D | +5.3% | +0.9% | +4.5% | +4.3% |
| 30D | -20.5% | -0.7% | -19.8% | -20.0% |
| 3M | -42.0% | +6.3% | -48.3% | -45.6% |
| 6M | -6.0% | +27.9% | -34.0% | -25.4% |
| YTD | -5.6% | +29.8% | -35.4% | -25.9% |
| 1Y | +38.0% | +63.7% | -25.6% | -11.8% |
| 3Y | +962.4% | +128.3% | +834.1% | +389.7% |
| 5Y | +336.5% | +125.5% | +211.0% | +115.9% |
| All | +576.0% | +179.7% | +396.3% | +210.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling