+535.9%
RKLB vs ABBV
+208.3%
+327.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -1.7% |
| 7D | -2.9% | -2.0% | -0.9% | -2.9% |
| 30D | -22.6% | +2.0% | -24.5% | -22.5% |
| 3M | -41.0% | +14.2% | -55.2% | -41.0% |
| 6M | -10.1% | +14.1% | -24.2% | -10.2% |
| YTD | -11.2% | +14.2% | -25.4% | -11.2% |
| 1Y | +34.2% | +24.2% | +10.0% | +33.6% |
| 3Y | +899.4% | +89.8% | +809.6% | +888.8% |
| 5Y | +231.5% | +187.2% | +44.3% | +244.1% |
| All | +535.9% | +208.3% | +327.5% | +521.8% |
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