+546.0%
RKLB vs TNA
+24.1%
+521.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.0% |
| 7D | -2.0% | -7.3% | +5.2% | +2.2% |
| 30D | -22.4% | -14.2% | -8.3% | -15.5% |
| 3M | -45.2% | -4.6% | -40.6% | -43.7% |
| 6M | -12.5% | +36.9% | -49.4% | -25.5% |
| YTD | -9.8% | +42.5% | -52.3% | -24.8% |
| 1Y | +30.0% | +45.8% | -15.8% | +7.8% |
| 3Y | +942.2% | +104.7% | +837.6% | +572.3% |
| 5Y | +236.8% | -21.7% | +258.5% | +185.8% |
| All | +546.0% | +24.1% | +521.9% | +459.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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