+38.0%
RKLB vs TOST
-18.7%
+56.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.9% | +4.4% | +2.5% |
| 7D | +5.3% | -0.9% | +6.2% | +5.3% |
| 30D | -20.5% | -3.5% | -17.0% | -20.6% |
| 3M | -42.0% | +38.1% | -80.2% | -42.1% |
| 6M | -6.0% | +9.9% | -16.0% | -4.7% |
| YTD | -5.6% | -6.3% | +0.7% | +2.6% |
| 1Y | +38.0% | -18.3% | +56.3% | +58.7% |
| All | +38.0% | -18.7% | +56.8% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TOST.
Daily Out/Under-Performance
Portfolio return minus TOST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TOST 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 TOST 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