+547.3%
RKLB vs AGG
-2.3%
+549.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.0% | -3.9% |
| 7D | 0.0% | -0.2% | +0.1% | +0.2% |
| 30D | -21.2% | -0.2% | -21.0% | -20.9% |
| 3M | -41.7% | -0.7% | -41.0% | -41.0% |
| 6M | -11.8% | -1.8% | -10.0% | -8.8% |
| YTD | -9.6% | -0.6% | -9.0% | -8.1% |
| 1Y | +34.1% | +0.4% | +33.7% | +34.6% |
| 3Y | +917.3% | +13.2% | +904.1% | +744.2% |
| 5Y | +204.4% | -2.0% | +206.4% | +182.2% |
| All | +547.3% | -2.3% | +549.6% | +483.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling