+336.5%
RKLB vs TXT
+12.6%
+323.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +2.0% |
| 7D | +5.3% | -0.2% | +5.5% | +5.5% |
| 30D | -20.5% | -11.1% | -9.4% | -12.0% |
| 3M | -42.0% | -13.0% | -29.1% | -34.8% |
| 6M | -6.0% | -16.2% | +10.2% | +10.2% |
| YTD | -5.6% | -8.7% | +3.1% | +1.4% |
| 1Y | +38.0% | -3.8% | +41.8% | +41.8% |
| 3Y | +962.4% | +5.5% | +956.9% | +880.8% |
| 5Y | +336.5% | +12.3% | +324.2% | +280.7% |
| All | +336.5% | +12.6% | +323.9% | +280.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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