+296.6%
RKLB vs ALB
-62.4%
+359.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -0.1% | +11.0% | +11.0% |
| 7D | +13.0% | +9.5% | +3.6% | +7.6% |
| 30D | -13.7% | -2.1% | -11.6% | -13.0% |
| 3M | -28.9% | -24.1% | -4.8% | -19.3% |
| 6M | -44.2% | -51.0% | +6.8% | -21.6% |
| YTD | -15.6% | -29.3% | +13.7% | -2.2% |
| 1Y | +14.0% | +3.2% | +10.8% | +9.1% |
| 3Y | +1,275.2% | -9.3% | +1,284.6% | +1,110.5% |
| 5Y | +296.6% | -61.6% | +358.3% | +506.2% |
| All | +296.6% | -62.4% | +359.0% | +506.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling