+535.9%
RKLB vs TEAM
-14.5%
+550.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -2.1% |
| 7D | -2.9% | -7.8% | +4.9% | -0.4% |
| 30D | -22.6% | +16.5% | -39.1% | -27.2% |
| 3M | -41.0% | +96.2% | -137.2% | -55.7% |
| 6M | -10.1% | +130.2% | -140.3% | -40.5% |
| YTD | -11.2% | +10.7% | -21.9% | -21.1% |
| 1Y | +34.2% | +3.0% | +31.2% | +22.9% |
| 3Y | +899.4% | -13.1% | +912.4% | +854.3% |
| 5Y | +231.5% | -52.7% | +284.3% | +256.6% |
| All | +535.9% | -14.5% | +550.4% | +496.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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