+503.8%
APP vs RKLB
+490.0%
+13.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.1% | +0.4% | -1.9% |
| 7D | +10.6% | +39.3% | -28.8% | +0.5% |
| 30D | +44.6% | -0.2% | +44.8% | +42.4% |
| 3M | +29.6% | -21.1% | +50.7% | +35.8% |
| 6M | -19.8% | -45.5% | +25.7% | -9.4% |
| YTD | -41.6% | -8.2% | -33.4% | -46.9% |
| 1Y | -32.7% | +28.2% | -60.9% | -46.0% |
| 3Y | +799.0% | +1,366.1% | -567.1% | +173.0% |
| 5Y | +250.4% | +345.9% | -95.5% | +25.8% |
| All | +503.8% | +490.0% | +13.8% | +94.3% |
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 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