+547.3%
RKLB vs TDG
+123.8%
+423.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.7% | -2.6% | -3.0% |
| 7D | 0.0% | -2.4% | +2.4% | +1.7% |
| 30D | -21.2% | -8.0% | -13.2% | -16.4% |
| 3M | -41.7% | -10.5% | -31.3% | -37.2% |
| 6M | -11.8% | -11.9% | +0.1% | -4.4% |
| YTD | -9.6% | -15.4% | +5.8% | -0.3% |
| 1Y | +34.1% | -14.2% | +48.3% | +45.8% |
| 3Y | +917.3% | +51.0% | +866.2% | +602.9% |
| 5Y | +204.4% | +126.5% | +77.9% | +57.0% |
| All | +547.3% | +123.8% | +423.5% | +221.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling