+370.6%
AMAT vs RKLB
+543.2%
-172.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.5% | -6.0% | -0.8% |
| 7D | -2.5% | +15.2% | -17.7% | -5.2% |
| 30D | -26.5% | -8.1% | -18.5% | -25.3% |
| 3M | -28.6% | -21.7% | -6.9% | -25.3% |
| 6M | -14.2% | -40.5% | +26.3% | -6.9% |
| YTD | +45.5% | -10.1% | +55.6% | +43.3% |
| 1Y | +59.3% | +20.8% | +38.5% | +47.4% |
| 3Y | +153.1% | +1,335.0% | -1,181.9% | +29.2% |
| 5Y | +158.2% | +329.8% | -171.7% | +45.2% |
| All | +370.6% | +543.2% | -172.5% | +145.9% |
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