+204.4%
RKLB vs ADP
+43.9%
+160.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.2% | -3.8% |
| 7D | 0.0% | -5.7% | +5.6% | +2.7% |
| 30D | -21.2% | -3.1% | -18.1% | -20.3% |
| 3M | -41.7% | +15.6% | -57.3% | -47.8% |
| 6M | -11.8% | +20.8% | -32.6% | -24.6% |
| YTD | -9.6% | +4.7% | -14.3% | -14.2% |
| 1Y | +34.1% | -8.3% | +42.4% | +41.3% |
| 3Y | +917.3% | +13.6% | +903.7% | +791.3% |
| 5Y | +204.4% | +45.0% | +159.4% | +116.1% |
| All | +204.4% | +43.9% | +160.5% | +116.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ADP.
Daily Out/Under-Performance
Portfolio return minus ADP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADP 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 ADP 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