+308.8%
RKLB vs AGG
-2.6%
+311.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | -2.0% | -1.1% | -1.0% | -0.4% |
| 30D | -22.4% | -1.1% | -21.3% | -21.1% |
| 3M | -45.2% | -1.9% | -43.2% | -43.4% |
| 6M | -12.5% | -1.7% | -10.8% | -9.5% |
| YTD | -9.8% | -1.3% | -8.5% | -7.2% |
| 1Y | +30.0% | -0.7% | +30.7% | +32.6% |
| 3Y | +942.2% | +12.5% | +929.7% | +776.6% |
| All | +308.8% | -2.6% | +311.4% | +206.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling