+576.0%
RKLB vs AEM
+265.7%
+310.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.4% | +3.9% | +3.0% |
| 7D | +5.3% | +4.3% | +1.0% | +3.6% |
| 30D | -20.5% | +13.1% | -33.6% | -24.5% |
| 3M | -42.0% | +24.8% | -66.8% | -47.0% |
| 6M | -6.0% | -8.2% | +2.2% | -4.4% |
| YTD | -5.6% | +19.8% | -25.4% | -11.1% |
| 1Y | +38.0% | +32.1% | +5.9% | +26.6% |
| 3Y | +962.4% | +348.2% | +614.2% | +604.1% |
| 5Y | +336.5% | +297.5% | +39.0% | +184.9% |
| All | +576.0% | +265.7% | +310.3% | +345.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling