-7.4%
RKLB vs AGG
-0.5%
-6.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.5% | -4.2% | -5.5% |
| 7D | -10.6% | +0.5% | -11.1% | -12.5% |
| 30D | -28.3% | +2.4% | -30.7% | -36.0% |
| 3M | -29.7% | -1.0% | -28.7% | -24.9% |
| 6M | -34.8% | -0.9% | -33.9% | -29.6% |
| YTD | -24.9% | -0.9% | -24.0% | -17.6% |
| 1Y | -7.4% | -0.5% | -6.9% | -0.9% |
| All | -7.4% | -0.5% | -6.9% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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