+6.7%
AMZN vs RKLB
-9.4%
+16.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -3.8% | +9.9% | +6.5% |
| 7D | +4.5% | -10.6% | +15.1% | +5.6% |
| 30D | +5.8% | -28.3% | +34.1% | +9.1% |
| 3M | -4.1% | -29.7% | +25.6% | -1.2% |
| 6M | -2.2% | -34.8% | +32.6% | +0.5% |
| YTD | +15.3% | -24.9% | +40.2% | +15.3% |
| 1Y | +6.7% | -7.4% | +14.1% | +4.3% |
| All | +6.7% | -9.4% | +16.1% | +4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling