+578.9%
RKLB vs THC
+777.7%
-198.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.9% | +4.6% | +5.2% |
| 7D | +26.3% | +0.2% | +26.1% | +26.3% |
| 30D | +0.7% | +9.0% | -8.3% | -2.1% |
| 3M | -17.3% | +12.9% | -30.2% | -20.7% |
| 6M | -43.6% | +52.8% | -96.5% | -51.8% |
| YTD | -5.2% | +47.4% | -52.6% | -19.0% |
| 1Y | +29.1% | +47.7% | -18.6% | +10.1% |
| 3Y | +1,413.7% | +444.7% | +969.1% | +675.3% |
| 5Y | +364.9% | +269.3% | +95.6% | +154.4% |
| All | +578.9% | +777.7% | -198.8% | +255.1% |
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