+308.8%
RKLB vs TDG
+126.1%
+182.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +0.7% |
| 7D | -2.0% | -1.9% | -0.2% | -0.6% |
| 30D | -22.4% | -7.7% | -14.7% | -17.6% |
| 3M | -45.2% | -9.3% | -35.8% | -41.2% |
| 6M | -12.5% | -9.4% | -3.1% | -6.9% |
| YTD | -9.8% | -14.3% | +4.5% | -1.0% |
| 1Y | +30.0% | -11.8% | +41.8% | +38.7% |
| 3Y | +942.2% | +52.0% | +890.2% | +573.2% |
| All | +308.8% | +126.1% | +182.7% | +96.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling