-7.4%
RKLB vs TECH
+19.5%
-26.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.1% | -3.9% | -3.8% |
| 7D | -10.6% | +0.1% | -10.7% | -10.6% |
| 30D | -28.3% | +0.2% | -28.5% | -28.3% |
| 3M | -29.7% | +1.0% | -30.7% | -29.7% |
| 6M | -34.8% | +33.3% | -68.0% | -35.4% |
| YTD | -24.9% | +24.2% | -49.1% | -26.7% |
| 1Y | -7.4% | +19.7% | -27.1% | -10.0% |
| All | -7.4% | +19.5% | -26.9% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 1y: compounded portfolio wealth divided by compounded TECH 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…
1y analysis · Full analysis span regression · 6 months rolling