+559.5%
RKLB vs ADM
+102.0%
+457.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.7% |
| 7D | -0.2% | +3.8% | -4.0% | -0.9% |
| 30D | -14.1% | +9.8% | -23.9% | -15.8% |
| 3M | -46.4% | +2.1% | -48.6% | -46.8% |
| 6M | -10.6% | +27.5% | -38.1% | -15.8% |
| YTD | -7.9% | +50.2% | -58.1% | -16.5% |
| 1Y | +49.5% | +40.6% | +8.9% | +37.0% |
| 3Y | +913.6% | +17.2% | +896.3% | +868.9% |
| 5Y | +375.3% | +61.9% | +313.4% | +347.5% |
| All | +559.5% | +102.0% | +457.5% | +486.4% |
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