+535.9%
RKLB vs TGT
+2.3%
+533.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.6% | -1.3% |
| 7D | -2.9% | -5.0% | +2.1% | -0.6% |
| 30D | -22.6% | +3.0% | -25.6% | -23.9% |
| 3M | -41.0% | +22.6% | -63.6% | -47.4% |
| 6M | -10.1% | +31.2% | -41.3% | -22.8% |
| YTD | -11.2% | +63.7% | -74.9% | -32.0% |
| 1Y | +34.2% | +78.5% | -44.3% | -2.2% |
| 3Y | +899.4% | +40.5% | +858.8% | +657.0% |
| 5Y | +231.5% | -25.6% | +257.1% | +241.4% |
| All | +535.9% | +2.3% | +533.6% | +479.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 all: compounded portfolio wealth divided by compounded TGT 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…
all analysis · Full analysis span regression · 6 months rolling