-10.6%
RKLB vs TER
+14.7%
-25.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.5% | -4.8% | -1.5% |
| 7D | -0.2% | +0.6% | -0.8% | -0.5% |
| 30D | -14.1% | -8.3% | -5.8% | -11.4% |
| 3M | -46.4% | -12.2% | -34.2% | -45.8% |
| 6M | -10.6% | +17.1% | -27.7% | -25.0% |
| All | -10.6% | +14.7% | -25.4% | -25.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling