+153.2%
AMAT vs RKLB
+348.4%
-195.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.1% | -0.4% | -2.8% |
| 7D | +19.3% | +39.3% | -20.0% | +10.5% |
| 30D | -17.9% | -0.2% | -17.7% | -17.9% |
| 3M | -30.4% | -21.1% | -9.4% | -27.0% |
| 6M | -11.4% | -45.5% | +34.1% | -1.3% |
| YTD | +48.8% | -8.2% | +56.9% | +45.2% |
| 1Y | +66.0% | +28.2% | +37.8% | +49.7% |
| 3Y | +158.8% | +1,366.1% | -1,207.3% | +12.9% |
| 5Y | +153.2% | +345.9% | -192.7% | +29.5% |
| All | +153.2% | +348.4% | -195.2% | +29.5% |
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