+531.5%
RKLB vs AEIS
+133.9%
+397.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.0% | 0.0% | -1.5% |
| 7D | +15.9% | +11.5% | +4.4% | +8.6% |
| 30D | +4.0% | -15.8% | +19.7% | +15.5% |
| 3M | -23.2% | -33.3% | +10.1% | -2.7% |
| 6M | -50.4% | -35.2% | -15.2% | -38.3% |
| YTD | -11.8% | +5.0% | -16.8% | -22.7% |
| 1Y | +36.0% | +8.5% | +27.5% | +17.4% |
| 3Y | +1,321.0% | +152.9% | +1,168.1% | +587.2% |
| 5Y | +328.2% | +144.6% | +183.6% | +108.9% |
| All | +531.5% | +133.9% | +397.6% | +214.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling