+559.5%
RKLB vs AG
+119.2%
+440.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +1.2% |
| 7D | -0.2% | +1.0% | -1.2% | -0.5% |
| 30D | -14.1% | +19.2% | -33.3% | -18.0% |
| 3M | -46.4% | +6.2% | -52.6% | -47.5% |
| 6M | -10.6% | -26.7% | +16.0% | -5.5% |
| YTD | -7.9% | +26.1% | -34.0% | -13.6% |
| 1Y | +49.5% | +131.7% | -82.2% | +23.9% |
| 3Y | +913.6% | +255.3% | +658.2% | +630.2% |
| 5Y | +375.3% | +61.9% | +313.4% | +261.9% |
| All | +559.5% | +119.2% | +440.3% | +387.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling