+436.9%
RKLB vs ALHC
-59.7%
+496.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +5.5% | +1.0% | +5.3% |
| 7D | +15.2% | +3.8% | +11.4% | +14.1% |
| 30D | -8.1% | +1.7% | -9.7% | -8.6% |
| 3M | -21.7% | -44.3% | +22.7% | -12.6% |
| 6M | -40.5% | -57.2% | +16.7% | -31.6% |
| YTD | -10.1% | -61.2% | +51.1% | +4.9% |
| 1Y | +20.8% | -53.2% | +74.0% | +34.2% |
| 3Y | +1,335.0% | +27.8% | +1,307.2% | +992.9% |
| 5Y | +329.8% | -65.4% | +395.2% | +295.5% |
| All | +436.9% | -59.7% | +496.6% | +359.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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