+546.0%
RKLB vs ADM
+107.0%
+439.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | -2.0% | +2.5% | -4.5% | -2.5% |
| 30D | -22.4% | +9.5% | -31.9% | -23.9% |
| 3M | -45.2% | +10.6% | -55.8% | -46.4% |
| 6M | -12.5% | +24.0% | -36.5% | -17.0% |
| YTD | -9.8% | +54.0% | -63.7% | -18.6% |
| 1Y | +30.0% | +45.3% | -15.3% | +18.3% |
| 3Y | +942.2% | +21.8% | +920.5% | +886.7% |
| 5Y | +236.8% | +66.8% | +170.0% | +215.2% |
| All | +546.0% | +107.0% | +439.0% | +471.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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