+2.8%
AVGO vs RKLB
+26.2%
-23.4%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.0% | -0.8% | -3.9% |
| 7D | +18.2% | +15.9% | +2.2% | +14.6% |
| 30D | +0.2% | +4.0% | -3.8% | -1.0% |
| 3M | -16.8% | -23.2% | +6.4% | -13.5% |
| 6M | -16.5% | -50.4% | +34.0% | -8.8% |
| YTD | +0.8% | -11.8% | +12.6% | -4.1% |
| 1Y | +2.8% | +36.0% | -33.2% | -14.1% |
| All | +2.8% | +26.2% | -23.4% | -14.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling