+559.5%
RKLB vs ALB
-0.5%
+560.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.4% | +5.2% | +2.7% |
| 7D | -0.2% | -8.1% | +7.9% | +3.6% |
| 30D | -14.1% | +6.3% | -20.4% | -16.9% |
| 3M | -46.4% | -23.6% | -22.9% | -39.8% |
| 6M | -10.6% | -24.6% | +14.0% | +0.9% |
| YTD | -7.9% | -10.3% | +2.4% | -4.7% |
| 1Y | +49.5% | +61.5% | -12.0% | +16.2% |
| 3Y | +913.6% | -34.0% | +947.5% | +988.6% |
| 5Y | +375.3% | -44.6% | +419.9% | +457.9% |
| All | +559.5% | -0.5% | +560.0% | +651.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling