+535.9%
RKLB vs ADI
+190.1%
+345.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.7% | -0.9% |
| 7D | -2.9% | +1.3% | -4.2% | -3.9% |
| 30D | -22.6% | -6.0% | -16.6% | -18.6% |
| 3M | -41.0% | -7.7% | -33.3% | -37.5% |
| 6M | -10.1% | +14.0% | -24.1% | -18.5% |
| YTD | -11.2% | +34.4% | -45.6% | -30.2% |
| 1Y | +34.2% | +48.0% | -13.8% | -2.3% |
| 3Y | +899.4% | +113.3% | +786.1% | +406.5% |
| 5Y | +231.5% | +131.1% | +100.4% | +56.3% |
| All | +535.9% | +190.1% | +345.7% | +187.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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