+30.0%
RKLB vs AHR
+26.4%
+3.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.7% |
| 7D | -2.0% | -2.1% | 0.0% | -1.7% |
| 30D | -22.4% | +1.9% | -24.3% | -22.8% |
| 3M | -45.2% | +15.7% | -60.8% | -48.6% |
| 6M | -12.5% | +2.5% | -15.0% | -14.3% |
| YTD | -9.8% | +15.0% | -24.8% | -9.2% |
| 1Y | +30.0% | +28.1% | +1.9% | +31.4% |
| All | +30.0% | +26.4% | +3.6% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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