+926.7%
AVGO vs RKLB
+559.1%
+367.6%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | +0.1% |
| 7D | -3.0% | -0.2% | -2.8% | -2.9% |
| 30D | -14.4% | -14.1% | -0.3% | -12.2% |
| 3M | -14.4% | -46.4% | +32.0% | -5.8% |
| 6M | +13.1% | -10.6% | +23.8% | +11.2% |
| YTD | +3.8% | -7.9% | +11.7% | +0.4% |
| 1Y | +17.8% | +49.5% | -31.7% | +3.0% |
| 3Y | +325.3% | +913.6% | -588.3% | +157.8% |
| 5Y | +689.9% | +375.3% | +314.6% | +374.9% |
| All | +926.7% | +559.1% | +367.6% | +479.7% |
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