+329.8%
RKLB vs AA
-10.5%
+340.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -4.4% | +10.9% | +8.6% |
| 7D | +15.2% | +1.2% | +14.0% | +14.9% |
| 30D | -8.1% | -5.0% | -3.0% | -5.7% |
| 3M | -21.7% | -22.2% | +0.6% | -12.4% |
| 6M | -40.5% | -36.3% | -4.2% | -27.8% |
| YTD | -10.1% | -24.2% | +14.1% | +0.1% |
| 1Y | +20.8% | +3.9% | +17.0% | +18.4% |
| 3Y | +1,335.0% | +67.6% | +1,267.4% | +995.6% |
| 5Y | +329.8% | -8.8% | +338.7% | +307.2% |
| All | +329.8% | -10.5% | +340.3% | +307.2% |
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