+535.9%
RKLB vs AJG
+123.8%
+412.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.6% |
| 7D | -2.9% | -8.5% | +5.6% | +0.1% |
| 30D | -22.6% | -3.8% | -18.8% | -21.8% |
| 3M | -41.0% | +10.8% | -51.8% | -45.0% |
| 6M | -10.1% | +15.6% | -25.7% | -18.9% |
| YTD | -11.2% | -5.1% | -6.1% | -11.2% |
| 1Y | +34.2% | -16.0% | +50.2% | +44.0% |
| 3Y | +899.4% | +9.7% | +889.6% | +758.0% |
| 5Y | +231.5% | +77.8% | +153.7% | +96.0% |
| All | +535.9% | +123.8% | +412.0% | +227.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling