+531.5%
RKLB vs ADM
+74.0%
+457.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.7% | -6.7% | -4.4% |
| 7D | +15.9% | +4.2% | +11.8% | +15.1% |
| 30D | +4.0% | -12.8% | +16.8% | +6.5% |
| 3M | -23.2% | -8.5% | -14.7% | -22.2% |
| 6M | -50.4% | -10.9% | -39.5% | -49.7% |
| YTD | -11.8% | +29.4% | -41.2% | -18.0% |
| 1Y | +36.0% | +27.5% | +8.4% | +26.6% |
| 3Y | +1,321.0% | +10.3% | +1,310.7% | +1,249.4% |
| 5Y | +328.2% | +27.4% | +300.8% | +320.2% |
| All | +531.5% | +74.0% | +457.5% | +475.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling