+1,120.0%
RKLB vs ALLY
+54.4%
+1,065.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.7% | +17.1% | +16.8% |
| 7D | -3.0% | +0.9% | -4.0% | -4.2% |
| 30D | -26.2% | +3.1% | -29.3% | -28.5% |
| 3M | -29.9% | -12.6% | -17.3% | -22.3% |
| 6M | -37.3% | -12.4% | -24.9% | -30.9% |
| YTD | -23.9% | -13.2% | -10.8% | -15.9% |
| 1Y | +7.0% | +1.8% | +5.2% | +5.2% |
| 3Y | +1,120.0% | +58.0% | +1,062.0% | +861.7% |
| All | +1,120.0% | +54.4% | +1,065.6% | +861.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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