+531.5%
RKLB vs ABBV
+258.9%
+272.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.0% |
| 7D | +15.9% | +1.3% | +14.7% | +16.0% |
| 30D | +4.0% | +4.7% | -0.7% | +4.2% |
| 3M | -23.2% | +18.3% | -41.5% | -22.7% |
| 6M | -50.4% | +43.4% | -93.8% | -50.3% |
| YTD | -11.8% | +33.0% | -44.8% | -11.4% |
| 1Y | +36.0% | +30.8% | +5.2% | +36.6% |
| 3Y | +1,321.0% | +135.1% | +1,185.9% | +1,318.5% |
| 5Y | +328.2% | +201.2% | +126.9% | +344.4% |
| All | +531.5% | +258.9% | +272.5% | +521.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ABBV.
Daily Out/Under-Performance
Portfolio return minus ABBV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABBV 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 10y: compounded portfolio wealth divided by compounded ABBV 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…
10y analysis · Full analysis span regression · 6 months rolling