+559.5%
RKLB vs TSEM
+812.7%
-253.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TSEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +7.8% | -7.1% | -3.1% |
| 7D | -0.2% | +6.9% | -7.1% | -3.6% |
| 30D | -14.1% | +5.3% | -19.4% | -16.8% |
| 3M | -46.4% | -14.9% | -31.5% | -44.0% |
| 6M | -10.6% | +80.0% | -90.7% | -38.6% |
| YTD | -7.9% | +89.4% | -97.2% | -39.1% |
| 1Y | +49.5% | +253.1% | -203.6% | -29.3% |
| 3Y | +913.6% | +642.1% | +271.4% | +230.7% |
| 5Y | +375.3% | +659.1% | -283.8% | +55.8% |
| All | +559.5% | +812.7% | -253.2% | +116.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling