+30.0%
RKLB vs TMO
+27.4%
+2.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.4% |
| 7D | -2.0% | -0.6% | -1.4% | -2.0% |
| 30D | -22.4% | +1.1% | -23.6% | -22.6% |
| 3M | -45.2% | +28.3% | -73.5% | -48.1% |
| 6M | -12.5% | +23.3% | -35.8% | -16.3% |
| YTD | -9.8% | +5.5% | -15.2% | -7.5% |
| 1Y | +30.0% | +24.5% | +5.4% | +40.6% |
| All | +30.0% | +27.4% | +2.6% | +40.6% |
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