+557.5%
RKLB vs ADM
+69.4%
+488.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.2% | -3.2% |
| 7D | +39.3% | +0.7% | +38.6% | +39.1% |
| 30D | -0.2% | -14.7% | +14.5% | +2.5% |
| 3M | -21.1% | -10.4% | -10.6% | -19.7% |
| 6M | -45.5% | -10.9% | -34.6% | -44.8% |
| YTD | -8.2% | +26.0% | -34.1% | -14.2% |
| 1Y | +28.2% | +26.5% | +1.7% | +19.4% |
| 3Y | +1,366.1% | +8.2% | +1,357.9% | +1,295.1% |
| 5Y | +345.9% | +24.0% | +321.9% | +339.7% |
| All | +557.5% | +69.4% | +488.1% | +502.6% |
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