+329.8%
RKLB vs TXT
+14.4%
+315.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.7% | +4.9% | +5.2% |
| 7D | +15.2% | -1.1% | +16.3% | +16.4% |
| 30D | -8.1% | +17.1% | -25.1% | -20.6% |
| 3M | -21.7% | -2.6% | -19.0% | -20.6% |
| 6M | -40.5% | -4.6% | -36.0% | -38.4% |
| YTD | -10.1% | -0.3% | -9.8% | -11.5% |
| 1Y | +20.8% | +5.9% | +14.9% | +13.6% |
| 3Y | +1,335.0% | +14.4% | +1,320.6% | +1,118.0% |
| 5Y | +329.8% | +15.9% | +314.0% | +241.2% |
| All | +329.8% | +14.4% | +315.4% | +241.2% |
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