+654.6%
APP vs RKLB
+921.6%
-267.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.7% | +1.5% | +2.1% |
| 7D | +0.9% | -0.2% | +1.1% | +0.9% |
| 30D | -23.3% | -14.1% | -9.2% | -20.6% |
| 3M | -42.6% | -46.4% | +3.8% | -34.6% |
| 6M | -33.6% | -10.6% | -23.0% | -36.5% |
| YTD | -52.4% | -7.9% | -44.5% | -55.3% |
| 1Y | -35.9% | +49.5% | -85.4% | -49.1% |
| All | +654.6% | +921.6% | -267.0% | +271.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling