+204.4%
RKLB vs TECH
-42.1%
+246.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.1% | -4.2% | -4.2% |
| 7D | 0.0% | -0.1% | 0.0% | 0.0% |
| 30D | -21.2% | +0.3% | -21.5% | -21.3% |
| 3M | -41.7% | +32.9% | -74.7% | -49.9% |
| 6M | -11.8% | +32.1% | -43.8% | -26.5% |
| YTD | -9.6% | +23.4% | -33.0% | -22.6% |
| 1Y | +34.1% | +34.1% | 0.0% | +8.2% |
| 3Y | +917.3% | +2.2% | +915.1% | +812.6% |
| 5Y | +204.4% | -41.8% | +246.2% | +264.8% |
| All | +204.4% | -42.1% | +246.5% | +264.8% |
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 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