-7.4%
RKLB vs TMF
-23.9%
+16.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.5% | -6.2% | -4.4% |
| 7D | -10.6% | +4.0% | -14.6% | -11.8% |
| 30D | -28.3% | +19.5% | -47.7% | -33.4% |
| 3M | -29.7% | -3.5% | -26.1% | -27.6% |
| 6M | -34.8% | -10.6% | -24.2% | -30.2% |
| YTD | -24.9% | -17.1% | -7.9% | -18.2% |
| 1Y | -7.4% | -24.3% | +16.8% | -0.8% |
| All | -7.4% | -23.9% | +16.5% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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