+504.1%
RKLB vs ADP
+98.5%
+405.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -0.4% | +11.3% | +11.1% |
| 7D | +13.0% | +1.1% | +11.9% | +12.3% |
| 30D | -13.7% | +11.5% | -25.2% | -18.6% |
| 3M | -28.9% | +12.0% | -41.0% | -33.5% |
| 6M | -44.2% | +43.8% | -88.0% | -56.3% |
| YTD | -15.6% | +20.1% | -35.7% | -25.7% |
| 1Y | +14.0% | +22.3% | -8.3% | -1.4% |
| 3Y | +1,275.2% | +43.3% | +1,232.0% | +948.5% |
| 5Y | +296.6% | +47.3% | +249.3% | +189.0% |
| All | +504.1% | +98.5% | +405.6% | +255.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling