+576.0%
RKLB vs AEE
+58.3%
+517.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.3% | +2.4% |
| 7D | +5.3% | +0.6% | +4.7% | +5.1% |
| 30D | -20.5% | -1.9% | -18.5% | -20.0% |
| 3M | -42.0% | +0.3% | -42.4% | -42.7% |
| 6M | -6.0% | -3.0% | -3.1% | -5.8% |
| YTD | -5.6% | +8.4% | -13.9% | -9.4% |
| 1Y | +38.0% | +9.8% | +28.2% | +31.6% |
| 3Y | +962.4% | +47.4% | +915.0% | +808.3% |
| 5Y | +336.5% | +38.9% | +297.6% | +286.8% |
| All | +576.0% | +58.3% | +517.7% | +422.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling