+1,010.9%
STX vs RKLB
+557.1%
+453.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +2.0% | -0.7% |
| 7D | +16.8% | +39.3% | -22.5% | +10.3% |
| 30D | -27.0% | -0.2% | -26.8% | -27.0% |
| 3M | -37.9% | -21.1% | -16.8% | -35.7% |
| 6M | -32.5% | -45.5% | +13.0% | -27.4% |
| YTD | +98.6% | -8.2% | +106.8% | +94.4% |
| 1Y | +93.6% | +28.2% | +65.4% | +79.8% |
| 3Y | +699.1% | +1,366.1% | -667.1% | +394.0% |
| 5Y | +481.0% | +345.9% | +135.2% | +278.6% |
| All | +1,010.9% | +557.1% | +453.8% | +627.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling