+336.5%
RKLB vs AA
+17.0%
+319.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.5% | -1.0% | +1.0% |
| 7D | +5.3% | +1.7% | +3.7% | +4.6% |
| 30D | -20.5% | +3.3% | -23.8% | -21.9% |
| 3M | -42.0% | -29.4% | -12.6% | -33.2% |
| 6M | -6.0% | -12.8% | +6.8% | -2.1% |
| YTD | -5.6% | -2.1% | -3.4% | -6.3% |
| 1Y | +38.0% | +62.8% | -24.8% | +12.2% |
| 3Y | +962.4% | +90.5% | +871.9% | +673.6% |
| 5Y | +336.5% | +19.1% | +317.4% | +270.4% |
| All | +336.5% | +17.0% | +319.5% | +270.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling