-7.4%
RKLB vs AG
+29.4%
-36.8%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +9.1% | -12.9% | -7.7% |
| 7D | -10.6% | -2.6% | -8.0% | -9.9% |
| 30D | -28.3% | -12.1% | -16.2% | -24.4% |
| 3M | -29.7% | -6.6% | -23.1% | -29.3% |
| 6M | -34.8% | -20.5% | -14.3% | -29.9% |
| YTD | -24.9% | -7.4% | -17.5% | -26.6% |
| 1Y | -7.4% | +33.4% | -40.8% | -20.1% |
| All | -7.4% | +29.4% | -36.8% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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