+944.2%
RKLB vs ADI
+113.1%
+831.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.5% | -4.8% | -4.6% |
| 7D | 0.0% | +2.6% | -2.7% | -1.9% |
| 30D | -21.2% | -4.6% | -16.6% | -18.4% |
| 3M | -41.7% | -9.5% | -32.2% | -37.7% |
| 6M | -11.8% | +14.8% | -26.6% | -19.3% |
| YTD | -9.6% | +35.8% | -45.4% | -27.3% |
| 1Y | +34.1% | +48.9% | -14.8% | +1.3% |
| All | +944.2% | +113.1% | +831.1% | +464.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling