+36.0%
RKLB vs AA
-0.3%
+36.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.8% | -2.2% | -2.8% |
| 7D | +15.9% | +0.5% | +15.4% | +15.5% |
| 30D | +4.0% | -0.6% | +4.6% | +4.5% |
| 3M | -23.2% | -19.7% | -3.5% | -11.9% |
| 6M | -50.4% | -41.6% | -8.9% | -32.3% |
| YTD | -11.8% | -24.6% | +12.8% | -12.0% |
| 1Y | +36.0% | +4.9% | +31.1% | -1.9% |
| All | +36.0% | -0.3% | +36.3% | -1.9% |
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