+1,374.2%
RKLB vs AHR
+356.1%
+1,018.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.1% |
| 7D | -2.0% | -2.1% | 0.0% | -0.9% |
| 30D | -22.4% | +1.9% | -24.3% | -23.4% |
| 3M | -45.2% | +15.7% | -60.8% | -50.8% |
| 6M | -12.5% | +2.5% | -15.0% | -14.8% |
| YTD | -9.8% | +15.0% | -24.8% | -18.1% |
| 1Y | +30.0% | +28.1% | +1.9% | +8.4% |
| All | +1,374.2% | +356.1% | +1,018.2% | +558.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling