+546.0%
RKLB vs TDG
+126.7%
+419.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +0.7% |
| 7D | -2.0% | -1.9% | -0.2% | -0.7% |
| 30D | -22.4% | -7.7% | -14.7% | -17.9% |
| 3M | -45.2% | -9.3% | -35.8% | -41.5% |
| 6M | -12.5% | -9.4% | -3.1% | -7.2% |
| YTD | -9.8% | -14.3% | +4.5% | -1.4% |
| 1Y | +30.0% | -11.8% | +41.8% | +38.4% |
| 3Y | +942.2% | +52.0% | +890.2% | +617.4% |
| 5Y | +236.8% | +128.8% | +108.0% | +72.4% |
| All | +546.0% | +126.7% | +419.4% | +217.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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