-7.4%
RKLB vs AJG
+19.3%
-26.8%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.5% | -9.2% | -0.9% |
| 7D | -10.6% | +10.7% | -21.4% | -5.5% |
| 30D | -28.3% | +26.9% | -55.2% | -19.0% |
| 3M | -29.7% | +16.6% | -46.3% | -22.8% |
| 6M | -34.8% | +40.1% | -74.9% | -26.2% |
| YTD | -24.9% | +12.4% | -37.4% | -10.7% |
| 1Y | -7.4% | +15.9% | -23.3% | +4.6% |
| All | -7.4% | +19.3% | -26.8% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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