+547.3%
RKLB vs USHY
+29.5%
+517.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -3.5% |
| 7D | 0.0% | -0.1% | +0.1% | +0.5% |
| 30D | -21.2% | 0.0% | -21.2% | -21.0% |
| 3M | -41.7% | +0.8% | -42.6% | -43.3% |
| 6M | -11.8% | +1.9% | -13.7% | -15.9% |
| YTD | -9.6% | +2.3% | -11.8% | -14.6% |
| 1Y | +34.1% | +4.1% | +30.0% | +19.0% |
| 3Y | +917.3% | +27.8% | +889.5% | +372.5% |
| 5Y | +204.4% | +21.5% | +182.9% | +106.4% |
| All | +547.3% | +29.5% | +517.7% | +230.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling