+531.5%
RKLB vs TXT
+77.3%
+454.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.2% | -3.4% |
| 7D | +15.9% | +0.1% | +15.8% | +16.0% |
| 30D | +4.0% | +13.3% | -9.4% | -6.4% |
| 3M | -23.2% | -5.0% | -18.2% | -20.9% |
| 6M | -50.4% | -8.4% | -42.0% | -47.3% |
| YTD | -11.8% | -4.0% | -7.8% | -10.3% |
| 1Y | +36.0% | +2.8% | +33.2% | +32.1% |
| 3Y | +1,321.0% | +10.3% | +1,310.7% | +1,185.9% |
| 5Y | +328.2% | +9.2% | +319.0% | +274.5% |
| All | +531.5% | +77.3% | +454.2% | +380.9% |
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