+546.0%
RKLB vs TRMB
-3.4%
+549.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +0.5% |
| 7D | -2.0% | -3.0% | +1.0% | +0.4% |
| 30D | -22.4% | +2.3% | -24.8% | -24.3% |
| 3M | -45.2% | +15.3% | -60.5% | -52.7% |
| 6M | -12.5% | -14.7% | +2.2% | -3.4% |
| YTD | -9.8% | -26.4% | +16.6% | +12.1% |
| 1Y | +30.0% | -30.4% | +60.4% | +70.4% |
| 3Y | +942.2% | +13.5% | +928.7% | +800.4% |
| 5Y | +236.8% | -38.6% | +275.4% | +351.9% |
| All | +546.0% | -3.4% | +549.4% | +657.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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