+255.2%
RKLB vs TOST
-38.4%
+293.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.4% | +16.8% | +16.0% |
| 7D | -3.0% | +9.4% | -12.5% | -7.1% |
| 30D | -26.2% | +13.5% | -39.7% | -30.8% |
| 3M | -29.9% | -0.1% | -29.7% | -31.0% |
| 6M | -37.3% | +22.5% | -59.8% | -46.3% |
| YTD | -23.9% | -2.4% | -21.6% | -28.1% |
| 1Y | +7.0% | -4.7% | +11.7% | +2.6% |
| 3Y | +1,120.0% | +103.2% | +1,016.8% | +694.9% |
| All | +255.2% | -38.4% | +293.6% | +188.0% |
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