+204.4%
RKLB vs TRMB
-39.0%
+243.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.3% | -1.9% | -2.3% |
| 7D | 0.0% | -2.9% | +2.8% | +2.4% |
| 30D | -21.2% | -1.8% | -19.4% | -20.6% |
| 3M | -41.7% | +8.4% | -50.1% | -47.4% |
| 6M | -11.8% | -18.5% | +6.8% | +1.9% |
| YTD | -9.6% | -26.7% | +17.1% | +13.9% |
| 1Y | +34.1% | -28.3% | +62.4% | +73.4% |
| 3Y | +917.3% | +12.6% | +904.7% | +770.3% |
| 5Y | +204.4% | -38.7% | +243.1% | +314.1% |
| All | +204.4% | -39.0% | +243.4% | +314.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling