+204.4%
RKLB vs TSEM
+654.3%
-449.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TSEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.8% | -3.5% |
| 7D | 0.0% | +4.7% | -4.8% | -2.5% |
| 30D | -21.2% | -14.2% | -7.0% | -15.4% |
| 3M | -41.7% | -5.0% | -36.7% | -42.5% |
| 6M | -11.8% | +87.6% | -99.3% | -41.5% |
| YTD | -9.6% | +84.4% | -94.0% | -40.5% |
| 1Y | +34.1% | +235.4% | -201.3% | -37.1% |
| 3Y | +917.3% | +668.0% | +249.3% | +211.4% |
| 5Y | +204.4% | +644.7% | -440.3% | -1.0% |
| All | +204.4% | +654.3% | -449.9% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TSEM.
Daily Out/Under-Performance
Portfolio return minus TSEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSEM 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 TSEM 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