+28.2%
RKLB vs TER
+46.6%
-18.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.4% | -2.7% |
| 7D | +39.3% | +24.0% | +15.3% | +24.8% |
| 30D | -0.2% | -30.6% | +30.4% | +19.2% |
| 3M | -21.1% | -34.5% | +13.4% | -4.2% |
| 6M | -45.5% | -26.4% | -19.1% | -41.2% |
| YTD | -8.2% | +36.4% | -44.6% | -48.4% |
| 1Y | +28.2% | +47.4% | -19.2% | -33.4% |
| All | +28.2% | +46.6% | -18.4% | -33.4% |
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