+547.3%
RKLB vs AA
+163.8%
+383.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.0% | -2.3% | -3.5% |
| 7D | 0.0% | -0.6% | +0.6% | +0.2% |
| 30D | -21.2% | -1.6% | -19.6% | -20.9% |
| 3M | -41.7% | -29.8% | -11.9% | -33.7% |
| 6M | -11.8% | -16.6% | +4.9% | -6.7% |
| YTD | -9.6% | -4.0% | -5.6% | -9.2% |
| 1Y | +34.1% | +63.5% | -29.4% | +12.2% |
| 3Y | +917.3% | +86.8% | +830.5% | +684.2% |
| 5Y | +204.4% | +12.4% | +192.0% | +162.6% |
| All | +547.3% | +163.8% | +383.5% | +422.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 10y: compounded portfolio wealth divided by compounded AA 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…
10y analysis · Full analysis span regression · 6 months rolling