+231.5%
RKLB vs AGI
+389.6%
-158.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.5% | -0.6% |
| 7D | -2.9% | -5.3% | +2.4% | -1.1% |
| 30D | -22.6% | +6.8% | -29.3% | -24.7% |
| 3M | -41.0% | +8.3% | -49.3% | -43.1% |
| 6M | -10.1% | -29.2% | +19.1% | -0.2% |
| YTD | -11.2% | -7.3% | -3.9% | -9.7% |
| 1Y | +34.2% | +8.0% | +26.2% | +30.8% |
| 3Y | +899.4% | +206.6% | +692.8% | +622.8% |
| 5Y | +231.5% | +398.1% | -166.6% | +116.4% |
| All | +231.5% | +389.6% | -158.1% | +116.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling