+535.9%
RKLB vs THC
+689.3%
-153.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.3% | -1.1% |
| 7D | -2.9% | 0.0% | -2.9% | -3.0% |
| 30D | -22.6% | +1.5% | -24.1% | -23.1% |
| 3M | -41.0% | +59.9% | -100.9% | -50.3% |
| 6M | -10.1% | +11.0% | -21.1% | -14.5% |
| YTD | -11.2% | +32.6% | -43.8% | -21.4% |
| 1Y | +34.2% | +37.4% | -3.2% | +16.9% |
| 3Y | +899.4% | +252.5% | +646.8% | +497.7% |
| 5Y | +231.5% | +262.3% | -30.8% | +86.5% |
| All | +535.9% | +689.3% | -153.4% | +244.6% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 10y: compounded portfolio wealth divided by compounded THC 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…
10y analysis · Full analysis span regression · 6 months rolling