+192.1%
AAPL vs RKLB
+535.5%
-343.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.8% | +5.3% | +3.7% |
| 7D | -0.5% | -2.9% | +2.4% | -0.3% |
| 30D | +7.1% | -22.6% | +29.7% | +9.5% |
| 3M | +12.1% | -41.0% | +53.1% | +16.8% |
| 6M | +25.4% | -10.1% | +35.5% | +23.5% |
| YTD | +20.5% | -11.2% | +31.6% | +17.7% |
| 1Y | +44.5% | +34.2% | +10.3% | +33.2% |
| 3Y | +85.8% | +899.4% | -813.6% | +23.8% |
| 5Y | +124.8% | +231.5% | -106.8% | +54.5% |
| All | +192.1% | +535.5% | -343.4% | +89.7% |
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