+947.1%
AVGO vs RKLB
+557.1%
+390.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.1% | +8.7% | +6.1% |
| 7D | +25.0% | +39.3% | -14.3% | +17.5% |
| 30D | +2.0% | -0.2% | +2.2% | +1.7% |
| 3M | -12.3% | -21.1% | +8.8% | -9.1% |
| 6M | -12.8% | -45.5% | +32.7% | -5.5% |
| YTD | +5.9% | -8.2% | +14.0% | +2.0% |
| 1Y | +3.3% | +28.2% | -24.9% | -6.8% |
| 3Y | +293.1% | +1,366.1% | -1,073.1% | +125.0% |
| 5Y | +606.7% | +345.9% | +260.9% | +332.0% |
| All | +947.1% | +557.1% | +390.0% | +488.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling