+343.2%
RKLB vs TMF
-87.5%
+430.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.7% |
| 7D | -0.2% | -1.4% | +1.2% | -0.1% |
| 30D | -14.1% | -2.8% | -11.3% | -13.9% |
| 3M | -46.4% | -10.9% | -35.5% | -45.9% |
| 6M | -10.6% | -21.3% | +10.7% | -9.0% |
| YTD | -7.9% | -15.9% | +8.0% | -6.7% |
| 1Y | +49.5% | -15.7% | +65.2% | +51.3% |
| 3Y | +913.6% | -43.4% | +956.9% | +930.2% |
| All | +343.2% | -87.5% | +430.7% | +356.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling