-7.4%
RKLB vs TMO
+26.9%
-34.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.1% | -4.9% | -4.1% |
| 7D | -10.6% | +0.3% | -10.9% | -10.7% |
| 30D | -28.3% | +4.3% | -32.6% | -28.9% |
| 3M | -29.7% | +25.1% | -54.8% | -33.4% |
| 6M | -34.8% | +52.9% | -87.7% | -44.3% |
| YTD | -24.9% | +22.2% | -47.1% | -22.0% |
| 1Y | -7.4% | +25.4% | -32.8% | -8.9% |
| All | -7.4% | +26.9% | -34.3% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TMO.
Daily Out/Under-Performance
Portfolio return minus TMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMO 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 TMO 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