-37.3%
RKLB vs TER
-40.7%
+3.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +2.6% | +12.8% | +14.1% |
| 7D | -3.0% | -20.5% | +17.4% | +8.3% |
| 30D | -26.2% | -47.0% | +20.8% | -1.6% |
| 3M | -29.9% | -43.3% | +13.4% | -10.0% |
| 6M | -37.3% | -42.9% | +5.6% | -24.5% |
| All | -37.3% | -40.7% | +3.4% | -24.5% |
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