+308.8%
RKLB vs AGNC
+26.7%
+282.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.9% |
| 7D | -2.0% | -4.7% | +2.7% | +2.0% |
| 30D | -22.4% | -5.7% | -16.8% | -18.6% |
| 3M | -45.2% | +1.9% | -47.0% | -46.4% |
| 6M | -12.5% | +1.8% | -14.3% | -13.5% |
| YTD | -9.8% | +3.4% | -13.2% | -11.1% |
| 1Y | +30.0% | +13.6% | +16.4% | +19.2% |
| 3Y | +942.2% | +60.4% | +881.9% | +648.9% |
| All | +308.8% | +26.7% | +282.1% | +250.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling