+28.2%
RKLB vs AA
+6.8%
+21.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.4% | -1.7% | -2.2% |
| 7D | +39.3% | +5.3% | +34.0% | +34.8% |
| 30D | -0.2% | -2.3% | +2.0% | +1.5% |
| 3M | -21.1% | -20.8% | -0.2% | -8.4% |
| 6M | -45.5% | -39.8% | -5.7% | -26.5% |
| YTD | -8.2% | -23.3% | +15.1% | -10.3% |
| 1Y | +28.2% | +1.8% | +26.4% | -8.5% |
| All | +28.2% | +6.8% | +21.4% | -8.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling