+34.2%
RKLB vs AG
+119.5%
-85.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.9% | +3.1% | +0.3% |
| 7D | -2.9% | -5.8% | +2.9% | -0.5% |
| 30D | -22.6% | +6.4% | -28.9% | -25.3% |
| 3M | -41.0% | +28.4% | -69.4% | -47.6% |
| 6M | -10.1% | -24.5% | +14.3% | -3.5% |
| YTD | -11.2% | +21.2% | -32.4% | -21.4% |
| 1Y | +34.2% | +114.1% | -79.9% | -4.1% |
| All | +34.2% | +119.5% | -85.3% | -4.1% |
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