+265.0%
RKLB vs TOST
-46.9%
+311.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TOST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.4% | +16.8% | +16.0% |
| 7D | -3.0% | +9.4% | -12.5% | -7.0% |
| 30D | -26.2% | +13.5% | -39.7% | -30.7% |
| 3M | -29.9% | -0.1% | -29.7% | -30.9% |
| 6M | -37.3% | +22.5% | -59.8% | -46.0% |
| YTD | -23.9% | -2.4% | -21.6% | -27.9% |
| 1Y | +7.0% | -4.7% | +11.7% | +2.8% |
| 3Y | +1,120.0% | +103.2% | +1,016.8% | +714.4% |
| 5Y | +242.2% | -41.2% | +283.4% | +157.5% |
| All | +265.0% | -46.9% | +311.9% | +173.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling