+547.3%
RKLB vs ALB
-0.8%
+548.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.8% | -1.4% | -3.0% |
| 7D | 0.0% | -8.6% | +8.5% | +4.0% |
| 30D | -21.2% | -4.0% | -17.2% | -20.1% |
| 3M | -41.7% | -17.4% | -24.3% | -36.8% |
| 6M | -11.8% | -25.4% | +13.6% | +0.2% |
| YTD | -9.6% | -10.5% | +0.9% | -6.3% |
| 1Y | +34.1% | +75.8% | -41.7% | +0.7% |
| 3Y | +917.3% | -28.5% | +945.8% | +949.2% |
| 5Y | +204.4% | -45.1% | +249.5% | +258.1% |
| All | +547.3% | -0.8% | +548.0% | +638.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 10y: compounded portfolio wealth divided by compounded ALB 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…
10y analysis · Full analysis span regression · 6 months rolling