+255.2%
RKLB vs THC
+274.4%
-19.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.1% | +16.5% | +15.8% |
| 7D | -3.0% | +3.7% | -6.7% | -4.4% |
| 30D | -26.2% | +9.0% | -35.3% | -28.7% |
| 3M | -29.9% | +10.4% | -40.3% | -32.7% |
| 6M | -37.3% | +45.7% | -83.0% | -47.0% |
| YTD | -23.9% | +42.6% | -66.5% | -36.1% |
| 1Y | +7.0% | +38.8% | -31.8% | -9.3% |
| 3Y | +1,120.0% | +418.8% | +701.2% | +439.6% |
| All | +255.2% | +274.4% | -19.2% | +70.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling