+290.7%
TSM vs RKLB
+346.7%
-56.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.5% | -0.2% | +2.0% |
| 7D | +6.0% | +5.3% | +0.7% | +5.2% |
| 30D | +4.5% | -20.5% | +25.0% | +8.1% |
| 3M | +3.1% | -42.0% | +45.1% | +10.7% |
| 6M | +30.2% | -6.0% | +36.3% | +27.4% |
| YTD | +45.2% | -5.6% | +50.8% | +40.7% |
| 1Y | +79.6% | +38.0% | +41.6% | +61.8% |
| 3Y | +411.0% | +962.4% | -551.4% | +215.4% |
| 5Y | +290.7% | +336.5% | -45.8% | +138.1% |
| All | +290.7% | +346.7% | -56.0% | +138.1% |
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 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