+528.8%
APP vs RKLB
+442.0%
+86.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +10.9% | -6.1% | +1.7% |
| 7D | +79.2% | +13.0% | +66.1% | +71.0% |
| 30D | +48.0% | -13.7% | +61.7% | +52.1% |
| 3M | +18.2% | -28.9% | +47.2% | +27.7% |
| 6M | -12.5% | -44.2% | +31.7% | -2.0% |
| YTD | -39.2% | -15.6% | -23.5% | -43.3% |
| 1Y | -33.9% | +14.0% | -47.8% | -44.9% |
| 3Y | +933.3% | +1,275.2% | -342.0% | +219.5% |
| 5Y | +295.9% | +296.6% | -0.8% | +45.9% |
| All | +528.8% | +442.0% | +86.8% | +107.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling