+34.1%
RKLB vs TER
+223.1%
-188.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +3.1% | -7.4% | -5.6% |
| 7D | 0.0% | +12.4% | -12.4% | -5.3% |
| 30D | -21.2% | +5.1% | -26.3% | -23.3% |
| 3M | -41.7% | +4.0% | -45.7% | -45.2% |
| 6M | -11.8% | +29.5% | -41.3% | -28.6% |
| YTD | -9.6% | +98.5% | -108.1% | -42.3% |
| 1Y | +34.1% | +234.1% | -200.0% | -20.4% |
| All | +34.1% | +223.1% | -188.9% | -20.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling