+330.6%
RKLB vs TE
-82.5%
+413.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.0% | -0.9% | -3.1% |
| 7D | +15.9% | -19.1% | +35.0% | +22.6% |
| 30D | +4.0% | -34.1% | +38.1% | +16.2% |
| 3M | -23.2% | -60.1% | +36.9% | -2.0% |
| 6M | -50.4% | -66.0% | +15.5% | -36.2% |
| YTD | -11.8% | -71.4% | +59.6% | +15.1% |
| 1Y | +36.0% | -45.3% | +81.3% | +48.5% |
| 3Y | +1,321.0% | +9.1% | +1,311.9% | +861.7% |
| All | +330.6% | -82.5% | +413.1% | +407.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling