+217.9%
RKLB vs ADI
+141.8%
+76.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.3% |
| 7D | +5.3% | +2.4% | +2.9% | +3.3% |
| 30D | -20.5% | -6.6% | -13.9% | -15.9% |
| 3M | -42.0% | -9.8% | -32.2% | -37.4% |
| 6M | -6.0% | +15.7% | -21.7% | -16.1% |
| YTD | -5.6% | +35.1% | -40.7% | -26.7% |
| 1Y | +38.0% | +47.7% | -9.7% | -0.5% |
| 3Y | +962.4% | +114.5% | +848.0% | +415.2% |
| All | +217.9% | +141.8% | +76.1% | +49.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling