+109.8%
AAPL vs RKLB
+287.6%
-177.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.3% | +4.0% | +0.1% |
| 7D | -3.0% | 0.0% | -2.9% | -3.0% |
| 30D | +2.3% | -21.2% | +23.5% | +4.5% |
| 3M | +8.6% | -41.7% | +50.4% | +13.5% |
| 6M | +21.6% | -11.8% | +33.3% | +19.8% |
| YTD | +16.3% | -9.6% | +25.9% | +13.3% |
| 1Y | +35.1% | +34.1% | +1.0% | +23.9% |
| 3Y | +79.4% | +917.3% | -837.9% | +14.6% |
| 5Y | +109.8% | +204.4% | -94.6% | +35.8% |
| All | +109.8% | +287.6% | -177.8% | +35.8% |
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