+1,655.9%
STX vs RKLB
+535.5%
+1,120.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.8% | -0.9% | -2.4% |
| 7D | +8.0% | -2.9% | +10.9% | +8.5% |
| 30D | +5.1% | -22.6% | +27.7% | +9.5% |
| 3M | +5.8% | -41.0% | +46.8% | +13.7% |
| 6M | +124.9% | -10.1% | +135.1% | +122.5% |
| YTD | +213.9% | -11.2% | +225.1% | +209.8% |
| 1Y | +350.4% | +34.2% | +316.2% | +314.3% |
| 3Y | +1,314.2% | +899.4% | +414.9% | +823.0% |
| 5Y | +1,092.8% | +231.5% | +861.3% | +696.2% |
| All | +1,655.9% | +535.5% | +1,120.4% | +1,060.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RKLB.
Daily Out/Under-Performance
Portfolio return minus RKLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKLB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RKLB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling