+231.5%
RKLB vs TRV
+154.6%
+76.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -1.8% |
| 7D | -2.9% | -1.5% | -1.4% | -2.8% |
| 30D | -22.6% | -1.8% | -20.8% | -22.4% |
| 3M | -41.0% | +21.6% | -62.6% | -42.7% |
| 6M | -10.1% | +22.5% | -32.6% | -12.8% |
| YTD | -11.2% | +28.1% | -39.3% | -14.6% |
| 1Y | +34.2% | +37.0% | -2.8% | +27.1% |
| 3Y | +899.4% | +141.9% | +757.5% | +772.4% |
| 5Y | +231.5% | +158.5% | +73.0% | +190.4% |
| All | +231.5% | +154.6% | +76.9% | +190.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling