+1,333.9%
RKLB vs TEM
+47.5%
+1,286.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.4% |
| 7D | -2.0% | -8.7% | +6.6% | +1.1% |
| 30D | -22.4% | +8.1% | -30.5% | -26.2% |
| 3M | -45.2% | +19.0% | -64.2% | -49.8% |
| 6M | -12.5% | +12.0% | -24.5% | -19.1% |
| YTD | -9.8% | -0.1% | -9.7% | -13.0% |
| 1Y | +30.0% | -33.5% | +63.5% | +43.3% |
| All | +1,333.9% | +47.5% | +1,286.4% | +1,062.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 10y: compounded portfolio wealth divided by compounded TEM 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…
10y analysis · Full analysis span regression · 6 months rolling