+330.6%
RKLB vs TOST
-27.7%
+358.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +3.5% | -7.4% | -5.5% |
| 7D | +15.9% | 0.0% | +15.9% | +15.8% |
| 30D | +4.0% | +16.2% | -12.2% | -3.8% |
| 3M | -23.2% | -1.5% | -21.7% | -23.9% |
| 6M | -50.4% | +55.3% | -105.7% | -60.9% |
| YTD | -11.8% | -2.3% | -9.5% | -16.8% |
| 1Y | +36.0% | -5.5% | +41.5% | +30.6% |
| 3Y | +1,321.0% | +151.1% | +1,169.9% | +732.1% |
| All | +330.6% | -27.7% | +358.3% | +253.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling