+325.8%
RKLB vs ALLY
+3.2%
+322.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.5% |
| 7D | -0.2% | +3.7% | -3.9% | -2.7% |
| 30D | -14.1% | -2.3% | -11.9% | -12.8% |
| 3M | -46.4% | +3.8% | -50.3% | -48.1% |
| 6M | -10.6% | +9.7% | -20.3% | -16.3% |
| YTD | -7.9% | -1.4% | -6.5% | -7.4% |
| 1Y | +49.5% | +8.2% | +41.2% | +42.2% |
| 3Y | +913.6% | +66.5% | +847.1% | +632.9% |
| All | +325.8% | +3.2% | +322.7% | +292.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling