+944.2%
RKLB vs AEE
+48.1%
+896.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.8% | -4.1% |
| 7D | 0.0% | +1.1% | -1.1% | -0.4% |
| 30D | -21.2% | 0.0% | -21.2% | -21.2% |
| 3M | -41.7% | -0.9% | -40.8% | -42.3% |
| 6M | -11.8% | -2.4% | -9.4% | -11.9% |
| YTD | -9.6% | +8.6% | -18.2% | -14.6% |
| 1Y | +34.1% | +10.2% | +24.0% | +25.5% |
| All | +944.2% | +48.1% | +896.1% | +729.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling