+336.5%
RKLB vs AG
+65.4%
+271.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.6% | +2.8% |
| 7D | +5.3% | +4.5% | +0.8% | +3.9% |
| 30D | -20.5% | +12.9% | -33.3% | -23.7% |
| 3M | -42.0% | +20.9% | -63.0% | -45.4% |
| 6M | -6.0% | -19.5% | +13.5% | -1.8% |
| YTD | -5.6% | +24.8% | -30.4% | -12.7% |
| 1Y | +38.0% | +120.2% | -82.2% | +10.1% |
| 3Y | +962.4% | +279.0% | +683.4% | +577.9% |
| 5Y | +336.5% | +67.9% | +268.6% | +210.4% |
| All | +336.5% | +65.4% | +271.1% | +210.4% |
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