+330.6%
RKLB vs TRGP
+504.4%
-173.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -4.1% |
| 7D | +15.9% | +12.4% | +3.6% | +9.7% |
| 30D | +4.0% | +2.6% | +1.4% | +2.7% |
| 3M | -23.2% | +11.9% | -35.0% | -27.8% |
| 6M | -50.4% | +13.9% | -64.4% | -54.9% |
| YTD | -11.8% | +64.2% | -76.0% | -36.1% |
| 1Y | +36.0% | +78.5% | -42.5% | -6.4% |
| 3Y | +1,321.0% | +272.9% | +1,048.1% | +541.3% |
| All | +330.6% | +504.4% | -173.8% | +48.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling