+387.2%
TSM vs RKLB
+559.1%
-171.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.7% | +2.1% | +2.7% |
| 7D | +2.7% | -0.2% | +2.9% | +2.8% |
| 30D | +3.6% | -14.1% | +17.7% | +5.9% |
| 3M | -3.4% | -46.4% | +43.1% | +4.9% |
| 6M | +20.6% | -10.6% | +31.3% | +18.9% |
| YTD | +41.9% | -7.9% | +49.8% | +38.1% |
| 1Y | +84.4% | +49.5% | +34.9% | +64.5% |
| 3Y | +380.2% | +913.6% | -533.3% | +201.6% |
| 5Y | +275.3% | +375.3% | -100.0% | +134.3% |
| All | +387.2% | +559.1% | -171.9% | +194.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling