+308.8%
RKLB vs ADSK
-25.3%
+334.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.4% |
| 7D | -2.0% | -2.5% | +0.5% | -0.5% |
| 30D | -22.4% | -14.9% | -7.6% | -15.0% |
| 3M | -45.2% | +3.3% | -48.5% | -48.6% |
| 6M | -12.5% | -15.7% | +3.1% | -8.4% |
| YTD | -9.8% | -28.2% | +18.5% | +5.8% |
| 1Y | +30.0% | -34.5% | +64.5% | +64.4% |
| 3Y | +942.2% | -2.9% | +945.1% | +861.2% |
| All | +308.8% | -25.3% | +334.1% | +277.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling