+546.0%
RKLB vs TROW
-2.8%
+548.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.7% |
| 7D | -2.0% | -3.2% | +1.1% | +1.0% |
| 30D | -22.4% | -4.6% | -17.8% | -19.0% |
| 3M | -45.2% | -0.7% | -44.5% | -45.2% |
| 6M | -12.5% | +22.2% | -34.7% | -27.0% |
| YTD | -9.8% | +6.6% | -16.4% | -14.6% |
| 1Y | +30.0% | +5.8% | +24.2% | +24.3% |
| 3Y | +942.2% | +11.6% | +930.6% | +849.8% |
| 5Y | +236.8% | -38.9% | +275.7% | +336.4% |
| All | +546.0% | -2.8% | +548.9% | +547.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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