+559.5%
RKLB vs TPR
+368.5%
+191.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.2% | -2.3% | +2.1% | +1.0% |
| 30D | -14.1% | -23.0% | +8.9% | -3.1% |
| 3M | -46.4% | -12.5% | -34.0% | -44.0% |
| 6M | -10.6% | -21.4% | +10.8% | -0.7% |
| YTD | -7.9% | -3.5% | -4.4% | -9.0% |
| 1Y | +49.5% | +17.4% | +32.1% | +34.1% |
| 3Y | +913.6% | +291.3% | +622.3% | +383.3% |
| 5Y | +375.3% | +241.9% | +133.4% | +127.5% |
| All | +559.5% | +368.5% | +191.0% | +209.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling