+504.1%
RKLB vs TMUS
+39.2%
+464.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +4.1% | +6.8% | +10.4% |
| 7D | +13.0% | +5.3% | +7.7% | +12.4% |
| 30D | -13.7% | +13.5% | -27.3% | -15.3% |
| 3M | -28.9% | -4.2% | -24.7% | -28.6% |
| 6M | -44.2% | -11.9% | -32.3% | -43.4% |
| YTD | -15.6% | -15.6% | -0.1% | -14.6% |
| 1Y | +14.0% | -16.8% | +30.8% | +15.5% |
| 3Y | +1,275.2% | +20.8% | +1,254.4% | +975.4% |
| 5Y | +296.6% | +48.0% | +248.6% | +187.0% |
| All | +504.1% | +39.2% | +464.9% | +318.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TMUS.
Daily Out/Under-Performance
Portfolio return minus TMUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMUS 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 TMUS 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