+962.4%
RKLB vs AAL
-7.8%
+970.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.2% | +3.3% |
| 7D | +5.3% | -0.3% | +5.6% | +5.4% |
| 30D | -20.5% | -19.0% | -1.5% | -12.5% |
| 3M | -42.0% | -5.1% | -37.0% | -41.7% |
| 6M | -6.0% | +15.5% | -21.5% | -14.6% |
| YTD | -5.6% | -15.8% | +10.2% | -1.4% |
| 1Y | +38.0% | -0.3% | +38.3% | +32.3% |
| 3Y | +962.4% | -7.7% | +970.1% | +785.6% |
| All | +962.4% | -7.8% | +970.2% | +785.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 3y: compounded portfolio wealth divided by compounded AAL 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…
3y analysis · Full analysis span regression · 6 months rolling