+364.9%
RKLB vs TOST
-28.9%
+393.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.7% | +6.0% |
| 7D | +26.3% | -3.6% | +29.9% | +28.2% |
| 30D | +0.7% | +8.9% | -8.2% | -4.0% |
| 3M | -17.3% | -2.2% | -15.1% | -17.8% |
| 6M | -43.6% | +41.0% | -84.6% | -53.6% |
| YTD | -5.2% | -4.0% | -1.2% | -9.8% |
| 1Y | +29.1% | -9.6% | +38.7% | +26.9% |
| 3Y | +1,413.7% | +141.7% | +1,272.1% | +802.7% |
| 5Y | +364.9% | -29.5% | +394.4% | +280.9% |
| All | +364.9% | -28.9% | +393.8% | +280.9% |
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