+336.5%
RKLB vs ADM
+64.4%
+272.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.5% |
| 7D | +5.3% | -0.1% | +5.4% | +5.3% |
| 30D | -20.5% | +11.0% | -31.5% | -22.1% |
| 3M | -42.0% | +6.0% | -48.0% | -42.8% |
| 6M | -6.0% | +26.9% | -33.0% | -11.1% |
| YTD | -5.6% | +50.0% | -55.6% | -13.8% |
| 1Y | +38.0% | +39.6% | -1.6% | +27.5% |
| 3Y | +962.4% | +18.5% | +943.9% | +917.3% |
| 5Y | +336.5% | +62.6% | +273.9% | +458.6% |
| All | +336.5% | +64.4% | +272.1% | +458.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling