+559.5%
RKLB vs TRMB
-0.4%
+559.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.8% | +1.5% |
| 7D | -0.2% | -2.5% | +2.3% | +1.8% |
| 30D | -14.1% | +1.5% | -15.6% | -15.6% |
| 3M | -46.4% | +6.8% | -53.2% | -50.6% |
| 6M | -10.6% | -14.9% | +4.3% | -1.0% |
| YTD | -7.9% | -24.1% | +16.2% | +11.7% |
| 1Y | +49.5% | -25.4% | +74.9% | +85.1% |
| 3Y | +913.6% | +8.0% | +905.6% | +815.7% |
| 5Y | +375.3% | -37.3% | +412.6% | +525.3% |
| All | +559.5% | -0.4% | +559.8% | +654.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling