+255.2%
RKLB vs TPR
+253.5%
+1.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.0% | +16.4% | +15.9% |
| 7D | -3.0% | +14.2% | -17.2% | -10.8% |
| 30D | -26.2% | +17.1% | -43.3% | -33.4% |
| 3M | -29.9% | -17.7% | -12.2% | -24.1% |
| 6M | -37.3% | -10.2% | -27.1% | -36.1% |
| YTD | -23.9% | +4.9% | -28.8% | -29.9% |
| 1Y | +7.0% | +36.1% | -29.2% | -15.2% |
| 3Y | +1,120.0% | +416.5% | +703.5% | +328.4% |
| All | +255.2% | +253.5% | +1.7% | +39.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling