+231.5%
RKLB vs TRU
-36.7%
+268.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.6% | -1.7% |
| 7D | -2.9% | -9.4% | +6.5% | +2.1% |
| 30D | -22.6% | -4.1% | -18.4% | -21.4% |
| 3M | -41.0% | +13.6% | -54.6% | -47.1% |
| 6M | -10.1% | +3.6% | -13.7% | -15.6% |
| YTD | -11.2% | -9.8% | -1.4% | -11.4% |
| 1Y | +34.2% | -13.6% | +47.8% | +36.6% |
| 3Y | +899.4% | -2.0% | +901.3% | +803.9% |
| 5Y | +231.5% | -35.8% | +267.3% | +287.4% |
| All | +231.5% | -36.7% | +268.2% | +287.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling