-7.4%
RKLB vs ADSK
-10.6%
+3.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +7.0% | -10.8% | -2.4% |
| 7D | -10.6% | +11.4% | -22.1% | -8.6% |
| 30D | -28.3% | +21.9% | -50.2% | -25.7% |
| 3M | -29.7% | +13.9% | -43.5% | -27.5% |
| 6M | -34.8% | +9.1% | -43.9% | -31.1% |
| YTD | -24.9% | -8.8% | -16.2% | -9.1% |
| 1Y | -7.4% | -10.2% | +2.8% | +13.4% |
| All | -7.4% | -10.6% | +3.2% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ADSK.
Daily Out/Under-Performance
Portfolio return minus ADSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADSK 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 1y: compounded portfolio wealth divided by compounded ADSK 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…
1y analysis · Full analysis span regression · 6 months rolling