+330.6%
RKLB vs ALLE
+51.6%
+279.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -4.7% |
| 7D | +15.9% | +3.6% | +12.4% | +13.1% |
| 30D | +4.0% | +25.9% | -21.9% | -13.7% |
| 3M | -23.2% | +15.8% | -38.9% | -32.0% |
| 6M | -50.4% | +48.1% | -98.5% | -64.6% |
| YTD | -11.8% | +22.0% | -33.8% | -27.5% |
| 1Y | +36.0% | +18.0% | +17.9% | +15.0% |
| 3Y | +1,321.0% | +93.1% | +1,227.9% | +627.9% |
| All | +330.6% | +51.6% | +279.0% | +143.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling