+30.0%
RKLB vs TECH
+42.2%
-12.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -2.0% | -0.4% | -1.6% | -2.0% |
| 30D | -22.4% | 0.0% | -22.4% | -22.4% |
| 3M | -45.2% | +33.7% | -78.8% | -45.9% |
| 6M | -12.5% | +34.9% | -47.4% | -14.8% |
| YTD | -9.8% | +23.2% | -32.9% | -10.2% |
| 1Y | +30.0% | +36.3% | -6.3% | +30.8% |
| All | +30.0% | +42.2% | -12.2% | +30.8% |
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