+576.0%
RKLB vs AEE
+59.4%
+516.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.0% | +1.6% | +2.2% |
| 7D | +5.3% | +1.3% | +4.0% | +4.9% |
| 30D | -20.5% | -1.2% | -19.2% | -20.1% |
| 3M | -42.0% | +1.0% | -43.1% | -42.8% |
| 6M | -6.0% | -2.3% | -3.8% | -6.0% |
| YTD | -5.6% | +9.1% | -14.7% | -9.6% |
| 1Y | +38.0% | +10.6% | +27.4% | +31.3% |
| 3Y | +962.4% | +48.5% | +913.9% | +806.2% |
| 5Y | +336.5% | +39.9% | +296.7% | +285.8% |
| All | +576.0% | +59.4% | +516.6% | +421.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AEE 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling