+925.8%
RKLB vs TROW
+12.7%
+913.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.6% |
| 7D | -2.9% | -3.0% | +0.1% | +0.4% |
| 30D | -22.6% | -5.5% | -17.1% | -17.8% |
| 3M | -41.0% | +2.3% | -43.3% | -43.1% |
| 6M | -10.1% | +23.9% | -34.0% | -28.4% |
| YTD | -11.2% | +7.9% | -19.1% | -18.5% |
| 1Y | +34.2% | +6.1% | +28.1% | +25.6% |
| All | +925.8% | +12.7% | +913.2% | +761.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling