+925.8%
RKLB vs TRU
-2.2%
+928.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.6% | -1.7% |
| 7D | -2.9% | -9.4% | +6.5% | +0.6% |
| 30D | -22.6% | -4.1% | -18.4% | -21.7% |
| 3M | -41.0% | +13.6% | -54.6% | -45.5% |
| 6M | -10.1% | +3.6% | -13.7% | -14.0% |
| YTD | -11.2% | -9.8% | -1.4% | -10.8% |
| 1Y | +34.2% | -13.6% | +47.8% | +37.1% |
| All | +925.8% | -2.2% | +928.1% | +898.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling