+184.4%
RKLB vs ADVB
-97.5%
+281.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +4.2% | +11.2% | +15.4% |
| 7D | -3.0% | -13.9% | +10.9% | -3.3% |
| 30D | -26.2% | -68.1% | +41.9% | -28.2% |
| 3M | -29.9% | -73.4% | +43.5% | -31.9% |
| 6M | -37.3% | -70.8% | +33.5% | -37.9% |
| YTD | -23.9% | -66.1% | +42.2% | -25.8% |
| 1Y | +7.0% | -77.5% | +84.5% | +6.9% |
| All | +184.4% | -97.5% | +281.9% | +287.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 10y: compounded portfolio wealth divided by compounded ADVB 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…
10y analysis · Full analysis span regression · 6 months rolling