+547.3%
RKLB vs TROW
-1.5%
+548.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.7% | -2.8% |
| 7D | 0.0% | -1.5% | +1.5% | +1.4% |
| 30D | -21.2% | -5.3% | -15.9% | -17.1% |
| 3M | -41.7% | +2.9% | -44.7% | -43.7% |
| 6M | -11.8% | +22.2% | -34.0% | -26.4% |
| YTD | -9.6% | +8.1% | -17.7% | -15.5% |
| 1Y | +34.1% | +5.8% | +28.3% | +28.2% |
| 3Y | +917.3% | +14.0% | +903.2% | +809.1% |
| 5Y | +204.4% | -38.3% | +242.7% | +290.1% |
| All | +547.3% | -1.5% | +548.8% | +541.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling