+547.3%
RKLB vs TRI
+34.6%
+512.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.9% | -2.4% | -3.8% |
| 7D | 0.0% | -8.4% | +8.3% | +1.8% |
| 30D | -21.2% | -6.5% | -14.7% | -20.4% |
| 3M | -41.7% | +18.6% | -60.3% | -46.3% |
| 6M | -11.8% | -10.4% | -1.3% | -9.4% |
| YTD | -9.6% | -23.7% | +14.1% | +1.9% |
| 1Y | +34.1% | -42.5% | +76.6% | +84.9% |
| 3Y | +917.3% | -19.3% | +936.5% | +927.3% |
| 5Y | +204.4% | -9.7% | +214.0% | +152.2% |
| All | +547.3% | +34.6% | +512.7% | +400.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling