+231.5%
RKLB vs TRI
-11.1%
+242.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.5% |
| 7D | -2.9% | -14.4% | +11.5% | +0.6% |
| 30D | -22.6% | -8.1% | -14.4% | -21.4% |
| 3M | -41.0% | +17.5% | -58.6% | -45.8% |
| 6M | -10.1% | -5.0% | -5.2% | -10.7% |
| YTD | -11.2% | -24.7% | +13.5% | +2.3% |
| 1Y | +34.2% | -41.5% | +75.7% | +89.4% |
| 3Y | +899.4% | -20.3% | +919.7% | +872.1% |
| 5Y | +231.5% | -10.9% | +242.4% | +138.5% |
| All | +231.5% | -11.1% | +242.7% | +138.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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