+546.0%
RKLB vs USHY
+28.9%
+517.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.5% |
| 7D | -2.0% | -0.7% | -1.4% | +0.7% |
| 30D | -22.4% | -0.7% | -21.8% | -20.3% |
| 3M | -45.2% | +0.1% | -45.2% | -45.0% |
| 6M | -12.5% | +1.8% | -14.3% | -16.1% |
| YTD | -9.8% | +1.8% | -11.5% | -13.2% |
| 1Y | +30.0% | +3.3% | +26.7% | +19.1% |
| 3Y | +942.2% | +27.0% | +915.2% | +396.1% |
| 5Y | +236.8% | +21.0% | +215.8% | +131.6% |
| All | +546.0% | +28.9% | +517.1% | +236.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 10y: compounded portfolio wealth divided by compounded USHY 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…
10y analysis · Full analysis span regression · 6 months rolling