+330.6%
RKLB vs ABT
-6.9%
+337.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.2% | -5.1% | -4.2% |
| 7D | +15.9% | -1.3% | +17.2% | +16.2% |
| 30D | +4.0% | +6.0% | -2.1% | +2.2% |
| 3M | -23.2% | -1.9% | -21.3% | -23.1% |
| 6M | -50.4% | +31.2% | -81.6% | -55.4% |
| YTD | -11.8% | -11.2% | -0.6% | -5.2% |
| 1Y | +36.0% | -14.0% | +49.9% | +48.0% |
| 3Y | +1,321.0% | +20.7% | +1,300.3% | +1,066.3% |
| All | +330.6% | -6.9% | +337.5% | +334.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 ABT 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