+204.4%
RKLB vs ABBV
+175.4%
+28.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.9% | -5.1% | -4.2% |
| 7D | 0.0% | -4.1% | +4.1% | -0.1% |
| 30D | -21.2% | +1.2% | -22.4% | -21.2% |
| 3M | -41.7% | +12.1% | -53.8% | -41.9% |
| 6M | -11.8% | +12.0% | -23.8% | -12.1% |
| YTD | -9.6% | +12.4% | -22.0% | -9.9% |
| 1Y | +34.1% | +22.9% | +11.2% | +32.7% |
| 3Y | +917.3% | +86.8% | +830.5% | +885.0% |
| 5Y | +204.4% | +181.0% | +23.4% | +189.0% |
| All | +204.4% | +175.4% | +28.9% | +189.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling