+49.5%
RKLB vs AGNC
+22.6%
+26.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | -0.2% | -1.2% | +1.0% | +1.4% |
| 30D | -14.1% | +0.9% | -15.0% | -15.1% |
| 3M | -46.4% | +7.0% | -53.4% | -52.5% |
| 6M | -10.6% | +3.9% | -14.5% | -17.1% |
| YTD | -7.9% | +8.5% | -16.4% | -16.0% |
| 1Y | +49.5% | +19.6% | +29.9% | +26.3% |
| All | +49.5% | +22.6% | +26.9% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGNC.
Daily Out/Under-Performance
Portfolio return minus AGNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGNC 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 AGNC 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