+95.3%
AAPL vs RKLB
+1,304.8%
-1,209.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.0% | +4.4% | +0.6% |
| 7D | +4.1% | +15.9% | -11.8% | +3.4% |
| 30D | +4.0% | +4.0% | 0.0% | +3.6% |
| 3M | +16.8% | -23.2% | +40.0% | +18.0% |
| 6M | +19.4% | -50.4% | +69.8% | +22.9% |
| YTD | +31.5% | -11.8% | +43.3% | +29.7% |
| 1Y | +31.0% | +36.0% | -5.0% | +25.3% |
| 3Y | +95.3% | +1,321.0% | -1,225.7% | +59.2% |
| All | +95.3% | +1,304.8% | -1,209.5% | +59.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling