+30.0%
RKLB vs AEP
+17.4%
+12.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -2.0% | -0.9% | -1.1% | -1.9% |
| 30D | -22.4% | -1.1% | -21.4% | -22.3% |
| 3M | -45.2% | -3.3% | -41.9% | -45.1% |
| 6M | -12.5% | -4.6% | -7.9% | -13.2% |
| YTD | -9.8% | +9.4% | -19.2% | -18.6% |
| 1Y | +30.0% | +16.9% | +13.0% | -1.4% |
| All | +30.0% | +17.4% | +12.6% | -1.4% |
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