+370.8%
TSM vs RKLB
+578.5%
-207.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +5.5% | -1.2% | +3.4% |
| 7D | +4.4% | +26.3% | -21.9% | +0.6% |
| 30D | -7.0% | +0.7% | -7.6% | -7.4% |
| 3M | -1.8% | -17.3% | +15.5% | +0.6% |
| 6M | +2.7% | -43.6% | +46.3% | +9.6% |
| YTD | +37.1% | -5.2% | +42.3% | +32.3% |
| 1Y | +43.5% | +29.1% | +14.4% | +31.1% |
| 3Y | +341.5% | +1,413.7% | -1,072.2% | +161.2% |
| 5Y | +278.9% | +364.9% | -86.0% | +139.5% |
| All | +370.8% | +578.5% | -207.7% | +181.9% |
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