+578.9%
RKLB vs TXT
+82.1%
+496.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.5% | +6.2% |
| 7D | +26.3% | -0.8% | +27.1% | +27.2% |
| 30D | +0.7% | +13.4% | -12.7% | -9.4% |
| 3M | -17.3% | -2.5% | -14.8% | -16.5% |
| 6M | -43.6% | -6.2% | -37.4% | -41.1% |
| YTD | -5.2% | -1.3% | -3.8% | -5.5% |
| 1Y | +29.1% | +4.3% | +24.8% | +24.1% |
| 3Y | +1,413.7% | +13.2% | +1,400.5% | +1,242.6% |
| 5Y | +364.9% | +12.4% | +352.5% | +298.0% |
| All | +578.9% | +82.1% | +496.7% | +406.5% |
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