+922.2%
STX vs RKLB
+543.2%
+379.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.5% | -7.4% | -2.0% |
| 7D | -17.3% | +15.2% | -32.5% | -19.2% |
| 30D | -35.9% | -8.1% | -27.9% | -35.1% |
| 3M | -37.3% | -21.7% | -15.7% | -35.1% |
| 6M | -35.8% | -40.5% | +4.7% | -31.8% |
| YTD | +82.7% | -10.1% | +92.8% | +79.4% |
| 1Y | +71.6% | +20.8% | +50.8% | +60.7% |
| 3Y | +635.3% | +1,335.0% | -699.7% | +356.0% |
| 5Y | +483.8% | +329.8% | +153.9% | +282.0% |
| All | +922.2% | +543.2% | +379.0% | +571.7% |
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