-7.4%
RKLB vs TLT
-5.4%
-2.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.8% | -4.6% | -4.4% |
| 7D | -10.6% | +1.0% | -11.6% | -11.5% |
| 30D | -28.3% | +6.0% | -34.3% | -33.3% |
| 3M | -29.7% | -0.9% | -28.8% | -27.7% |
| 6M | -34.8% | -2.3% | -32.5% | -31.2% |
| YTD | -24.9% | -3.3% | -21.6% | -19.4% |
| 1Y | -7.4% | -5.6% | -1.8% | -1.9% |
| All | -7.4% | -5.4% | -2.0% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 1y: compounded portfolio wealth divided by compounded TLT 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…
1y analysis · Full analysis span regression · 6 months rolling