+27.9%
RKLB vs AEM
+30.1%
-2.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.9% | +1.1% | +0.1% |
| 7D | -2.9% | -5.0% | +2.1% | +0.3% |
| 30D | -22.6% | +8.5% | -31.0% | -28.0% |
| 3M | -41.0% | +29.3% | -70.3% | -51.9% |
| 6M | -10.1% | -12.9% | +2.8% | -5.7% |
| YTD | -11.2% | +16.8% | -27.9% | -21.4% |
| All | +27.9% | +30.1% | -2.2% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 1y: compounded portfolio wealth divided by compounded AEM 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…
1y analysis · Full analysis span regression · 6 months rolling