+547.3%
RKLB vs AEP
+82.1%
+465.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -4.1% |
| 7D | 0.0% | +0.9% | -0.9% | -0.2% |
| 30D | -21.2% | +1.5% | -22.7% | -21.5% |
| 3M | -41.7% | -1.7% | -40.1% | -41.7% |
| 6M | -11.8% | -4.0% | -7.7% | -11.3% |
| YTD | -9.6% | +10.6% | -20.2% | -12.9% |
| 1Y | +34.1% | +18.6% | +15.5% | +26.7% |
| 3Y | +917.3% | +78.7% | +838.6% | +712.6% |
| 5Y | +204.4% | +65.1% | +139.3% | +165.2% |
| All | +547.3% | +82.1% | +465.2% | +389.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling