+204.4%
RKLB vs AEIS
+238.7%
-34.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.1% | -3.1% | -3.5% |
| 7D | 0.0% | +6.5% | -6.5% | -4.2% |
| 30D | -21.2% | -9.2% | -12.0% | -16.4% |
| 3M | -41.7% | -8.3% | -33.4% | -40.8% |
| 6M | -11.8% | -6.3% | -5.4% | -13.8% |
| YTD | -9.6% | +36.5% | -46.1% | -35.7% |
| 1Y | +34.1% | +84.8% | -50.7% | -25.3% |
| 3Y | +917.3% | +176.6% | +740.7% | +296.9% |
| 5Y | +204.4% | +237.1% | -32.7% | -0.3% |
| All | +204.4% | +238.7% | -34.4% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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