+546.0%
RKLB vs TRU
-16.3%
+562.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.1% |
| 7D | -2.0% | -2.7% | +0.7% | -0.7% |
| 30D | -22.4% | -2.0% | -20.4% | -22.2% |
| 3M | -45.2% | +18.4% | -63.6% | -51.7% |
| 6M | -12.5% | +8.9% | -21.4% | -19.9% |
| YTD | -9.8% | -8.9% | -0.8% | -10.4% |
| 1Y | +30.0% | -15.9% | +45.9% | +34.6% |
| 3Y | +942.2% | -1.1% | +943.3% | +838.9% |
| 5Y | +236.8% | -35.2% | +272.0% | +276.4% |
| All | +546.0% | -16.3% | +562.3% | +518.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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