+255.2%
RKLB vs TER
+53.6%
+201.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +2.6% | +12.8% | +14.0% |
| 7D | -3.0% | -20.5% | +17.4% | +10.3% |
| 30D | -26.2% | -47.0% | +20.8% | +5.0% |
| 3M | -29.9% | -43.3% | +13.4% | -5.6% |
| 6M | -37.3% | -42.9% | +5.6% | -20.0% |
| YTD | -23.9% | +12.9% | -36.8% | -38.7% |
| 1Y | +7.0% | +18.2% | -11.2% | -15.8% |
| 3Y | +1,120.0% | +151.8% | +968.2% | +404.0% |
| All | +255.2% | +53.6% | +201.6% | +82.2% |
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