+547.3%
RKLB vs TPR
+336.2%
+211.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.3% | -1.0% | -2.6% |
| 7D | 0.0% | -7.3% | +7.3% | +3.9% |
| 30D | -21.2% | -30.7% | +9.5% | -6.0% |
| 3M | -41.7% | -21.6% | -20.1% | -35.4% |
| 6M | -11.8% | -21.3% | +9.6% | -2.0% |
| YTD | -9.6% | -10.2% | +0.6% | -7.4% |
| 1Y | +34.1% | +9.5% | +24.6% | +24.7% |
| 3Y | +917.3% | +280.8% | +636.5% | +392.6% |
| 5Y | +204.4% | +218.7% | -14.3% | +51.3% |
| All | +547.3% | +336.2% | +211.1% | +215.2% |
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