+531.5%
RKLB vs ADI
+219.6%
+311.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.8% | -1.2% | -1.7% |
| 7D | +15.9% | +9.5% | +6.5% | +8.0% |
| 30D | +4.0% | -1.4% | +5.4% | +6.2% |
| 3M | -23.2% | +4.7% | -27.9% | -25.3% |
| 6M | -50.4% | -7.4% | -43.0% | -47.3% |
| YTD | -11.8% | +48.1% | -59.9% | -35.2% |
| 1Y | +36.0% | +69.6% | -33.7% | -10.1% |
| 3Y | +1,321.0% | +144.4% | +1,176.7% | +547.7% |
| 5Y | +328.2% | +134.1% | +194.1% | +97.5% |
| All | +531.5% | +219.6% | +311.8% | +166.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling