+535.9%
RKLB vs TECH
-3.4%
+539.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.5% | -1.7% |
| 7D | -2.9% | -0.5% | -2.4% | -2.7% |
| 30D | -22.6% | 0.0% | -22.6% | -22.6% |
| 3M | -41.0% | +37.4% | -78.5% | -49.9% |
| 6M | -10.1% | +36.9% | -47.0% | -26.1% |
| YTD | -11.2% | +23.1% | -34.3% | -23.5% |
| 1Y | +34.2% | +42.2% | -8.0% | +5.8% |
| 3Y | +899.4% | +1.9% | +897.4% | +801.5% |
| 5Y | +231.5% | -42.9% | +274.4% | +294.1% |
| All | +535.9% | -3.4% | +539.2% | +566.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling