+1,703.9%
STX vs RKLB
+546.9%
+1,157.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.3% | +2.2% | -1.4% |
| 7D | +9.6% | 0.0% | +9.6% | +9.6% |
| 30D | +10.6% | -21.2% | +31.8% | +14.9% |
| 3M | +4.8% | -41.7% | +46.5% | +12.9% |
| 6M | +137.3% | -11.8% | +149.0% | +135.2% |
| YTD | +222.5% | -9.6% | +232.1% | +217.4% |
| 1Y | +366.2% | +34.1% | +332.1% | +328.6% |
| 3Y | +1,352.9% | +917.3% | +435.6% | +845.5% |
| 5Y | +1,077.4% | +204.4% | +873.1% | +690.1% |
| All | +1,703.9% | +546.9% | +1,157.0% | +1,088.4% |
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