+535.9%
RKLB vs TE
-54.0%
+589.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.7% | +5.0% | 0.0% |
| 7D | -2.9% | +0.9% | -3.8% | -3.2% |
| 30D | -22.6% | -16.3% | -6.3% | -19.4% |
| 3M | -41.0% | -40.8% | -0.3% | -33.3% |
| 6M | -10.1% | -42.6% | +32.5% | -1.6% |
| YTD | -11.2% | -31.4% | +20.3% | -8.4% |
| 1Y | +34.2% | +144.9% | -110.7% | -5.4% |
| 3Y | +899.4% | -26.0% | +925.4% | +706.2% |
| 5Y | +231.5% | -48.5% | +280.0% | +186.8% |
| All | +535.9% | -54.0% | +589.8% | +451.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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