+559.5%
RKLB vs TXT
+67.5%
+491.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.0% |
| 7D | -0.2% | -4.8% | +4.6% | +3.6% |
| 30D | -14.1% | -10.6% | -3.5% | -6.3% |
| 3M | -46.4% | -13.2% | -33.3% | -40.3% |
| 6M | -10.6% | -20.3% | +9.7% | +7.1% |
| YTD | -7.9% | -9.3% | +1.4% | -1.1% |
| 1Y | +49.5% | -2.7% | +52.2% | +52.5% |
| 3Y | +913.6% | +1.4% | +912.2% | +886.4% |
| 5Y | +375.3% | +9.6% | +365.7% | +330.5% |
| All | +559.5% | +67.5% | +491.9% | +430.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling