+231.5%
RKLB vs AAL
-36.6%
+268.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.4% |
| 7D | -2.9% | -0.9% | -2.0% | -2.5% |
| 30D | -22.6% | -16.0% | -6.6% | -15.6% |
| 3M | -41.0% | -4.2% | -36.8% | -40.8% |
| 6M | -10.1% | +15.7% | -25.8% | -18.9% |
| YTD | -11.2% | -16.2% | +5.0% | -6.7% |
| 1Y | +34.2% | +0.2% | +34.0% | +28.1% |
| 3Y | +899.4% | -8.1% | +907.4% | +814.9% |
| 5Y | +231.5% | -32.2% | +263.7% | +240.7% |
| All | +231.5% | -36.6% | +268.2% | +240.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling