+308.8%
RKLB vs AAOI
+1,316.1%
-1,007.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.0% | -0.4% | +1.2% |
| 7D | -2.0% | -0.2% | -1.9% | -2.0% |
| 30D | -22.4% | -23.7% | +1.2% | -19.0% |
| 3M | -45.2% | -39.0% | -6.1% | -41.1% |
| 6M | -12.5% | -17.0% | +4.5% | -15.3% |
| YTD | -9.8% | +202.2% | -212.0% | -34.9% |
| 1Y | +30.0% | +292.4% | -262.4% | -11.8% |
| 3Y | +942.2% | +804.4% | +137.8% | +423.8% |
| All | +308.8% | +1,316.1% | -1,007.4% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI 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 AAOI 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