+559.5%
RKLB vs ALLE
+46.2%
+513.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | 0.0% |
| 7D | -0.2% | -0.2% | 0.0% | -0.1% |
| 30D | -14.1% | -6.8% | -7.3% | -9.7% |
| 3M | -46.4% | +21.0% | -67.5% | -54.2% |
| 6M | -10.6% | +1.1% | -11.7% | -12.3% |
| YTD | -7.9% | -0.5% | -7.3% | -10.2% |
| 1Y | +49.5% | -7.3% | +56.7% | +54.2% |
| 3Y | +913.6% | +42.3% | +871.3% | +621.9% |
| 5Y | +375.3% | +13.5% | +361.8% | +249.3% |
| All | +559.5% | +46.2% | +513.3% | +321.8% |
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