+297.5%
AVGO vs RKLB
+1,362.8%
-1,065.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.1% | +8.7% | +6.2% |
| 7D | +25.0% | +39.3% | -14.3% | +16.8% |
| 30D | +2.0% | -0.2% | +2.2% | +1.6% |
| 3M | -12.3% | -21.1% | +8.8% | -8.9% |
| 6M | -12.8% | -45.5% | +32.7% | -5.1% |
| YTD | +5.9% | -8.2% | +14.0% | +1.3% |
| 1Y | +3.3% | +28.2% | -24.9% | -8.2% |
| All | +297.5% | +1,362.8% | -1,065.3% | +141.4% |
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