+45.5%
AMZN vs RKLB
+211.0%
-165.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.3% | +2.5% | -1.1% |
| 7D | -1.0% | 0.0% | -1.0% | -1.0% |
| 30D | -9.2% | -21.2% | +12.0% | -6.0% |
| 3M | +3.4% | -41.7% | +45.1% | +10.9% |
| 6M | +18.2% | -11.8% | +30.0% | +15.8% |
| YTD | +9.3% | -9.6% | +18.9% | +5.4% |
| 1Y | +5.9% | +34.1% | -28.2% | -6.6% |
| 3Y | +82.6% | +917.3% | -834.7% | -1.8% |
| All | +45.5% | +211.0% | -165.5% | -21.9% |
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 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