+186.2%
AAPL vs RKLB
+559.1%
-372.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.6% |
| 7D | +0.1% | -0.2% | +0.3% | +0.1% |
| 30D | +3.0% | -14.1% | +17.1% | +4.3% |
| 3M | +2.9% | -46.4% | +49.3% | +8.2% |
| 6M | +22.1% | -10.6% | +32.7% | +20.3% |
| YTD | +18.0% | -7.9% | +25.9% | +15.0% |
| 1Y | +33.9% | +49.5% | -15.5% | +22.1% |
| 3Y | +71.2% | +913.6% | -842.4% | +14.1% |
| 5Y | +112.6% | +375.3% | -262.7% | +41.1% |
| All | +186.2% | +559.1% | -372.9% | +85.2% |
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