+557.5%
RKLB vs TEAM
-27.5%
+585.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | +39.3% | -16.9% | +56.2% | +45.9% |
| 30D | -0.2% | -26.8% | +26.6% | +9.0% |
| 3M | -21.1% | -1.9% | -19.2% | -23.1% |
| 6M | -45.5% | +79.2% | -124.7% | -59.7% |
| YTD | -8.2% | -6.1% | -2.1% | -15.6% |
| 1Y | +28.2% | -2.1% | +30.3% | +15.8% |
| 3Y | +1,366.1% | -13.6% | +1,379.7% | +1,252.1% |
| 5Y | +345.9% | -65.8% | +411.6% | +417.4% |
| All | +557.5% | -27.5% | +585.0% | +538.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling