+535.9%
RKLB vs TRV
+202.3%
+333.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -1.8% |
| 7D | -2.9% | -1.5% | -1.4% | -2.7% |
| 30D | -22.6% | -1.8% | -20.8% | -22.4% |
| 3M | -41.0% | +21.6% | -62.6% | -43.1% |
| 6M | -10.1% | +22.5% | -32.6% | -13.4% |
| YTD | -11.2% | +28.1% | -39.3% | -15.3% |
| 1Y | +34.2% | +37.0% | -2.8% | +25.8% |
| 3Y | +899.4% | +141.9% | +757.5% | +737.7% |
| 5Y | +231.5% | +158.5% | +73.0% | +170.0% |
| All | +535.9% | +202.3% | +333.6% | +396.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling