+962.4%
RKLB vs AG
+272.3%
+690.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.6% | +2.8% |
| 7D | +5.3% | +4.5% | +0.8% | +4.0% |
| 30D | -20.5% | +12.9% | -33.3% | -23.4% |
| 3M | -42.0% | +20.9% | -63.0% | -45.2% |
| 6M | -6.0% | -19.5% | +13.5% | -2.8% |
| YTD | -5.6% | +24.8% | -30.4% | -11.4% |
| 1Y | +38.0% | +120.2% | -82.2% | +16.8% |
| 3Y | +962.4% | +279.0% | +683.4% | +709.0% |
| All | +962.4% | +272.3% | +690.2% | +709.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling