+330.6%
RKLB vs ALLY
-10.0%
+340.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.8% | -4.5% |
| 7D | +15.9% | +0.4% | +15.6% | +15.6% |
| 30D | +4.0% | +5.2% | -1.3% | -0.4% |
| 3M | -23.2% | -13.3% | -9.9% | -15.4% |
| 6M | -50.4% | -6.7% | -43.8% | -48.3% |
| YTD | -11.8% | -12.8% | +1.0% | -3.7% |
| 1Y | +36.0% | +0.7% | +35.3% | +35.2% |
| 3Y | +1,321.0% | +65.2% | +1,255.8% | +917.3% |
| All | +330.6% | -10.0% | +340.6% | +343.2% |
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