+559.5%
RKLB vs AAL
-8.3%
+567.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.1% |
| 7D | -0.2% | -3.7% | +3.5% | +1.5% |
| 30D | -14.1% | -20.8% | +6.7% | -4.6% |
| 3M | -46.4% | -1.3% | -45.1% | -47.1% |
| 6M | -10.6% | +5.4% | -16.0% | -14.8% |
| YTD | -7.9% | -14.4% | +6.5% | -4.4% |
| 1Y | +49.5% | +2.1% | +47.4% | +42.7% |
| 3Y | +913.6% | -10.6% | +924.1% | +857.6% |
| 5Y | +375.3% | -32.2% | +407.5% | +383.4% |
| All | +559.5% | -8.3% | +567.8% | +582.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling