+308.8%
RKLB vs USHY
+20.9%
+287.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -16.0% |
| YTD | -9.8% | +1.8% | -11.5% | -13.1% |
| 1Y | +30.0% | +3.3% | +26.7% | +19.3% |
| 3Y | +942.2% | +27.0% | +915.2% | +407.3% |
| All | +308.8% | +20.9% | +287.8% | +169.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling