-7.4%
RKLB vs TRV
+54.4%
-61.8%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.5% | -7.3% | -1.5% |
| 7D | -10.6% | +3.9% | -14.5% | -8.3% |
| 30D | -28.3% | +13.5% | -41.7% | -22.2% |
| 3M | -29.7% | +8.9% | -38.6% | -25.3% |
| 6M | -34.8% | +36.8% | -71.5% | -20.2% |
| YTD | -24.9% | +42.7% | -67.6% | -0.5% |
| 1Y | -7.4% | +49.9% | -57.3% | +25.3% |
| All | -7.4% | +54.4% | -61.8% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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