+1,120.0%
RKLB vs ALLE
+88.9%
+1,031.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.9% | +16.3% | +15.9% |
| 7D | -3.0% | -0.6% | -2.5% | -2.8% |
| 30D | -26.2% | +25.3% | -51.5% | -35.4% |
| 3M | -29.9% | +10.3% | -40.2% | -33.7% |
| 6M | -37.3% | +38.0% | -75.4% | -48.9% |
| YTD | -23.9% | +17.8% | -41.7% | -32.2% |
| 1Y | +7.0% | +13.6% | -6.6% | -1.8% |
| 3Y | +1,120.0% | +89.2% | +1,030.8% | +632.1% |
| All | +1,120.0% | +88.9% | +1,031.1% | +632.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling