+578.9%
RKLB vs TPR
+411.5%
+167.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.7% | +7.2% | +6.3% |
| 7D | +26.3% | +6.4% | +19.9% | +21.7% |
| 30D | +0.7% | +13.8% | -13.1% | -6.9% |
| 3M | -17.3% | -16.6% | -0.7% | -11.6% |
| 6M | -43.6% | +0.7% | -44.3% | -46.0% |
| YTD | -5.2% | +5.3% | -10.5% | -11.8% |
| 1Y | +29.1% | +32.4% | -3.3% | +6.8% |
| 3Y | +1,413.7% | +406.4% | +1,007.3% | +527.0% |
| 5Y | +364.9% | +227.9% | +136.9% | +114.9% |
| All | +578.9% | +411.5% | +167.4% | +200.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 10y: compounded portfolio wealth divided by compounded TPR 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…
10y analysis · Full analysis span regression · 6 months rolling