+364.9%
RKLB vs AG
+4.5%
+360.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.1% | +6.6% | +5.8% |
| 7D | +26.3% | -4.0% | +30.3% | +28.0% |
| 30D | +0.7% | -13.1% | +13.7% | +4.8% |
| 3M | -17.3% | -22.0% | +4.7% | -11.9% |
| 6M | -43.6% | -37.3% | -6.4% | -36.4% |
| YTD | -5.2% | -11.2% | +6.0% | -3.8% |
| 1Y | +29.1% | +23.9% | +5.2% | +20.2% |
| 3Y | +1,413.7% | +225.1% | +1,188.6% | +896.9% |
| 5Y | +364.9% | +7.7% | +357.1% | +318.1% |
| All | +364.9% | +4.5% | +360.4% | +318.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling