+364.9%
RKLB vs TECH
-41.3%
+406.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +26.3% | +0.1% | +26.2% | +26.3% |
| 30D | +0.7% | +0.3% | +0.3% | +0.5% |
| 3M | -17.3% | +1.0% | -18.3% | -17.7% |
| 6M | -43.6% | +54.0% | -97.6% | -55.2% |
| YTD | -5.2% | +24.3% | -29.5% | -19.3% |
| 1Y | +29.1% | +23.7% | +5.4% | +10.0% |
| 3Y | +1,413.7% | +28.5% | +1,385.3% | +1,042.0% |
| 5Y | +364.9% | -41.2% | +406.1% | +519.2% |
| All | +364.9% | -41.3% | +406.2% | +519.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling