+546.0%
RKLB vs TRGP
+1,170.1%
-624.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.8% |
| 7D | -2.0% | +0.1% | -2.1% | -2.0% |
| 30D | -22.4% | +8.0% | -30.5% | -25.0% |
| 3M | -45.2% | +8.3% | -53.4% | -47.7% |
| 6M | -12.5% | +23.9% | -36.4% | -22.3% |
| YTD | -9.8% | +59.6% | -69.4% | -29.0% |
| 1Y | +30.0% | +79.4% | -49.4% | -4.1% |
| 3Y | +942.2% | +269.4% | +672.8% | +486.3% |
| 5Y | +236.8% | +641.6% | -404.8% | +66.2% |
| All | +546.0% | +1,170.1% | -624.0% | +203.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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