+444.6%
RKLB vs ALLE
+73.2%
+371.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.9% | +16.3% | +16.0% |
| 7D | -3.0% | -0.6% | -2.5% | -2.8% |
| 30D | -26.2% | +25.3% | -51.5% | -37.8% |
| 3M | -29.9% | +10.3% | -40.2% | -35.2% |
| 6M | -37.3% | +38.0% | -75.4% | -51.7% |
| YTD | -23.9% | +17.8% | -41.7% | -34.8% |
| 1Y | +7.0% | +13.6% | -6.6% | -5.6% |
| 3Y | +1,120.0% | +89.2% | +1,030.8% | +593.6% |
| 5Y | +242.2% | +51.1% | +191.1% | +116.7% |
| All | +444.6% | +73.2% | +371.5% | +205.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling