+546.0%
RKLB vs AGI
+370.4%
+175.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.4% |
| 7D | -2.0% | -2.7% | +0.7% | -1.2% |
| 30D | -22.4% | +7.2% | -29.7% | -24.5% |
| 3M | -45.2% | +4.3% | -49.4% | -46.3% |
| 6M | -12.5% | -27.1% | +14.6% | -4.6% |
| YTD | -9.8% | -6.6% | -3.2% | -8.4% |
| 1Y | +30.0% | +9.5% | +20.5% | +26.9% |
| 3Y | +942.2% | +208.4% | +733.8% | +691.0% |
| 5Y | +236.8% | +401.6% | -164.8% | +129.1% |
| All | +546.0% | +370.4% | +175.6% | +339.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 10y: compounded portfolio wealth divided by compounded AGI 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…
10y analysis · Full analysis span regression · 6 months rolling