+543.6%
RKLB vs TLT
-38.7%
+582.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.3% | +7.9% | +6.8% |
| 7D | +15.2% | -0.3% | +15.5% | +15.2% |
| 30D | -8.1% | +3.7% | -11.8% | -8.9% |
| 3M | -21.7% | -0.7% | -21.0% | -21.6% |
| 6M | -40.5% | -4.2% | -36.3% | -40.0% |
| YTD | -10.1% | -4.0% | -6.1% | -9.3% |
| 1Y | +20.8% | -5.8% | +26.7% | +22.3% |
| 3Y | +1,335.0% | +4.1% | +1,330.9% | +1,305.9% |
| 5Y | +329.8% | -34.8% | +364.6% | +307.5% |
| All | +543.6% | -38.7% | +582.3% | +510.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling