+450.2%
RKLB vs ALHC
-28.9%
+479.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.2% | -0.6% | +0.4% | -0.1% |
| 30D | -14.1% | -1.0% | -13.1% | -14.0% |
| 3M | -46.4% | -10.2% | -36.3% | -46.8% |
| 6M | -10.6% | -28.3% | +17.6% | -7.0% |
| YTD | -7.9% | -31.4% | +23.6% | -3.4% |
| 1Y | +49.5% | -16.9% | +66.4% | +48.8% |
| 3Y | +913.6% | +135.5% | +778.1% | +574.3% |
| 5Y | +375.3% | -33.6% | +408.9% | +289.9% |
| All | +450.2% | -28.9% | +479.1% | +322.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling