+543.6%
RKLB vs ADM
+65.4%
+478.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.8% | +7.3% | +6.7% |
| 7D | +15.2% | -1.8% | +17.1% | +15.6% |
| 30D | -8.1% | -13.3% | +5.2% | -5.9% |
| 3M | -21.7% | -13.4% | -8.3% | -19.9% |
| 6M | -40.5% | -9.6% | -30.9% | -40.0% |
| YTD | -10.1% | +23.0% | -33.1% | -15.7% |
| 1Y | +20.8% | +27.4% | -6.5% | +12.1% |
| 3Y | +1,335.0% | +5.7% | +1,329.3% | +1,271.1% |
| 5Y | +329.8% | +22.1% | +307.7% | +324.9% |
| All | +543.6% | +65.4% | +478.2% | +492.2% |
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