+336.5%
RKLB vs TER
+216.0%
+120.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.2% | -1.7% | +0.2% |
| 7D | +5.3% | +11.0% | -5.6% | -0.6% |
| 30D | -20.5% | -1.9% | -18.6% | -20.1% |
| 3M | -42.0% | -0.7% | -41.4% | -44.6% |
| 6M | -6.0% | +36.4% | -42.4% | -28.4% |
| YTD | -5.6% | +92.4% | -98.0% | -42.2% |
| 1Y | +38.0% | +213.5% | -175.5% | -38.0% |
| 3Y | +962.4% | +277.2% | +685.2% | +275.8% |
| 5Y | +336.5% | +219.1% | +117.4% | +69.6% |
| All | +336.5% | +216.0% | +120.5% | +69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling