+30.0%
RKLB vs TRU
-13.7%
+43.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.6% |
| 7D | -2.0% | -2.7% | +0.7% | -2.1% |
| 30D | -22.4% | -2.0% | -20.4% | -22.5% |
| 3M | -45.2% | +18.4% | -63.6% | -46.6% |
| 6M | -12.5% | +8.9% | -21.4% | -14.4% |
| YTD | -9.8% | -8.9% | -0.8% | -9.5% |
| 1Y | +30.0% | -15.9% | +45.9% | +25.6% |
| All | +30.0% | -13.7% | +43.6% | +25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling