+1,321.0%
RKLB vs TE
+9.8%
+1,311.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.0% | -0.9% | -3.2% |
| 7D | +15.9% | -19.1% | +35.0% | +22.0% |
| 30D | +4.0% | -34.1% | +38.1% | +15.2% |
| 3M | -23.2% | -60.1% | +36.9% | -4.1% |
| 6M | -50.4% | -66.0% | +15.5% | -37.3% |
| YTD | -11.8% | -71.4% | +59.6% | +13.5% |
| 1Y | +36.0% | -45.3% | +81.3% | +52.0% |
| 3Y | +1,321.0% | +9.1% | +1,311.9% | +1,031.1% |
| All | +1,321.0% | +9.8% | +1,311.2% | +1,031.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling