+557.5%
RKLB vs THC
+759.4%
-201.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.1% | -2.5% |
| 7D | +39.3% | +0.1% | +39.2% | +39.3% |
| 30D | -0.2% | +7.5% | -7.7% | -2.6% |
| 3M | -21.1% | +7.5% | -28.6% | -23.2% |
| 6M | -45.5% | +46.4% | -91.9% | -52.8% |
| YTD | -8.2% | +44.4% | -52.5% | -21.1% |
| 1Y | +28.2% | +43.4% | -15.2% | +10.3% |
| 3Y | +1,366.1% | +433.3% | +932.8% | +655.6% |
| 5Y | +345.9% | +262.5% | +83.3% | +145.5% |
| All | +557.5% | +759.4% | -201.8% | +246.1% |
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