+576.0%
RKLB vs TLT
-37.9%
+613.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +5.3% | +0.4% | +4.9% | +5.2% |
| 30D | -20.5% | -0.3% | -20.2% | -20.4% |
| 3M | -42.0% | -1.7% | -40.3% | -41.8% |
| 6M | -6.0% | -4.9% | -1.1% | -5.1% |
| YTD | -5.6% | -2.8% | -2.8% | -4.9% |
| 1Y | +38.0% | -4.2% | +42.2% | +39.2% |
| 3Y | +962.4% | -1.1% | +963.5% | +949.5% |
| 5Y | +336.5% | -33.7% | +370.2% | +315.9% |
| All | +576.0% | -37.9% | +613.9% | +539.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling