+559.5%
RKLB vs ADI
+191.0%
+368.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | -0.6% |
| 7D | -0.2% | +0.4% | -0.6% | -0.5% |
| 30D | -14.1% | -3.8% | -10.3% | -11.2% |
| 3M | -46.4% | -15.3% | -31.2% | -39.2% |
| 6M | -10.6% | +6.7% | -17.3% | -14.9% |
| YTD | -7.9% | +34.8% | -42.7% | -27.7% |
| 1Y | +49.5% | +49.0% | +0.4% | +8.3% |
| 3Y | +913.6% | +108.1% | +805.5% | +425.1% |
| 5Y | +375.3% | +142.4% | +232.9% | +119.0% |
| All | +559.5% | +191.0% | +368.5% | +197.6% |
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