+535.9%
RKLB vs AG
+110.6%
+425.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.9% | +3.1% | -0.6% |
| 7D | -2.9% | -5.8% | +2.9% | -1.5% |
| 30D | -22.6% | +6.4% | -28.9% | -24.1% |
| 3M | -41.0% | +28.4% | -69.4% | -44.6% |
| 6M | -10.1% | -24.5% | +14.3% | -5.4% |
| YTD | -11.2% | +21.2% | -32.4% | -15.9% |
| 1Y | +34.2% | +114.1% | -79.9% | +13.1% |
| 3Y | +899.4% | +268.0% | +631.3% | +615.9% |
| 5Y | +231.5% | +67.3% | +164.2% | +154.7% |
| All | +535.9% | +110.6% | +425.3% | +373.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling