+578.9%
RKLB vs TMF
-90.7%
+669.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.1% | +5.4% | +5.5% |
| 7D | +26.3% | -3.4% | +29.7% | +26.5% |
| 30D | +0.7% | +11.5% | -10.8% | -0.2% |
| 3M | -17.3% | -4.5% | -12.8% | -17.2% |
| 6M | -43.6% | -15.0% | -28.7% | -43.1% |
| YTD | -5.2% | -19.9% | +14.7% | -4.0% |
| 1Y | +29.1% | -26.6% | +55.7% | +31.3% |
| 3Y | +1,413.7% | -29.8% | +1,443.6% | +1,414.6% |
| 5Y | +364.9% | -88.2% | +453.1% | +347.4% |
| All | +578.9% | -90.7% | +669.6% | +552.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling