+504.1%
RKLB vs TER
+129.6%
+374.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +12.7% | -1.8% | +4.2% |
| 7D | +13.0% | -5.8% | +18.8% | +16.8% |
| 30D | -13.7% | -38.9% | +25.2% | +11.7% |
| 3M | -28.9% | -35.1% | +6.2% | -12.2% |
| 6M | -44.2% | -31.6% | -12.6% | -36.1% |
| YTD | -15.6% | +27.2% | -42.9% | -34.0% |
| 1Y | +14.0% | +35.2% | -21.2% | -13.3% |
| 3Y | +1,275.2% | +192.8% | +1,082.4% | +503.5% |
| 5Y | +296.6% | +72.4% | +224.2% | +116.8% |
| All | +504.1% | +129.6% | +374.5% | +220.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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