+578.9%
RKLB vs ALLE
+78.5%
+500.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.8% | +4.6% | +4.9% |
| 7D | +26.3% | -0.8% | +27.1% | +27.4% |
| 30D | +0.7% | +27.4% | -26.7% | -15.9% |
| 3M | -17.3% | +13.8% | -31.2% | -25.2% |
| 6M | -43.6% | +45.5% | -89.1% | -57.9% |
| YTD | -5.2% | +21.4% | -26.6% | -20.3% |
| 1Y | +29.1% | +15.4% | +13.7% | +13.1% |
| 3Y | +1,413.7% | +91.7% | +1,322.0% | +756.3% |
| 5Y | +364.9% | +54.5% | +310.3% | +189.2% |
| All | +578.9% | +78.5% | +500.4% | +274.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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