+292.6%
APP vs RKLB
+236.1%
+56.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +15.4% | -5.5% | +5.1% |
| 7D | +71.2% | -3.0% | +74.2% | +70.6% |
| 30D | +39.1% | -26.2% | +65.3% | +50.5% |
| 3M | +16.5% | -29.9% | +46.4% | +27.2% |
| 6M | -16.6% | -37.3% | +20.8% | -12.3% |
| YTD | -41.9% | -23.9% | -18.0% | -44.9% |
| 1Y | -37.0% | +7.0% | -44.0% | -48.2% |
| 3Y | +892.4% | +1,120.0% | -227.6% | +148.7% |
| All | +292.6% | +236.1% | +56.5% | +39.2% |
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