+1,144.9%
STX vs RKLB
+346.7%
+798.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.5% | +4.0% | +6.1% |
| 7D | +10.7% | +5.3% | +5.4% | +9.8% |
| 30D | +11.3% | -20.5% | +31.7% | +15.6% |
| 3M | +3.2% | -42.0% | +45.3% | +11.7% |
| 6M | +157.0% | -6.0% | +163.0% | +151.9% |
| YTD | +229.2% | -5.6% | +234.8% | +221.2% |
| 1Y | +381.8% | +38.0% | +343.8% | +338.0% |
| 3Y | +1,383.2% | +962.4% | +420.8% | +824.6% |
| 5Y | +1,144.9% | +336.5% | +808.4% | +673.3% |
| All | +1,144.9% | +346.7% | +798.2% | +673.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling