+559.5%
RKLB vs TECH
-2.9%
+562.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -14.1% | +0.7% | -14.8% | -14.4% |
| 3M | -46.4% | +36.3% | -82.8% | -54.3% |
| 6M | -10.6% | +25.6% | -36.2% | -23.0% |
| YTD | -7.9% | +23.7% | -31.6% | -20.8% |
| 1Y | +49.5% | +37.6% | +11.8% | +20.0% |
| 3Y | +913.6% | -6.6% | +920.2% | +867.2% |
| 5Y | +375.3% | -42.2% | +417.5% | +462.4% |
| All | +559.5% | -2.9% | +562.4% | +589.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling