+49.5%
RKLB vs AEP
+16.1%
+33.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | -0.2% | +1.8% | -2.0% | -0.3% |
| 30D | -14.1% | -0.8% | -13.3% | -14.0% |
| 3M | -46.4% | -1.8% | -44.6% | -46.6% |
| 6M | -10.6% | -5.4% | -5.3% | -10.8% |
| YTD | -7.9% | +10.4% | -18.3% | -16.3% |
| 1Y | +49.5% | +18.2% | +31.3% | +14.9% |
| All | +49.5% | +16.1% | +33.4% | +14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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