+231.5%
RKLB vs TEL
+50.4%
+181.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.7% | -1.7% |
| 7D | -2.9% | -2.3% | -0.6% | -0.7% |
| 30D | -22.6% | -6.1% | -16.5% | -17.9% |
| 3M | -41.0% | +1.7% | -42.7% | -42.7% |
| 6M | -10.1% | +1.6% | -11.7% | -14.2% |
| YTD | -11.2% | -9.1% | -2.1% | -5.9% |
| 1Y | +34.2% | -1.7% | +35.9% | +32.1% |
| 3Y | +899.4% | +67.3% | +832.0% | +426.4% |
| 5Y | +231.5% | +52.1% | +179.4% | +93.3% |
| All | +231.5% | +50.4% | +181.1% | +93.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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