+559.5%
RKLB vs THC
+694.0%
-134.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.5% |
| 7D | -0.2% | -0.7% | +0.5% | 0.0% |
| 30D | -14.1% | +1.3% | -15.4% | -14.5% |
| 3M | -46.4% | +64.2% | -110.7% | -55.3% |
| 6M | -10.6% | +8.3% | -18.9% | -14.2% |
| YTD | -7.9% | +33.4% | -41.3% | -18.6% |
| 1Y | +49.5% | +37.7% | +11.8% | +30.2% |
| 3Y | +913.6% | +236.8% | +676.8% | +516.4% |
| 5Y | +375.3% | +249.3% | +126.0% | +168.3% |
| All | +559.5% | +694.0% | -134.6% | +257.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling