+444.6%
RKLB vs ALLY
+51.3%
+393.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.7% | +17.1% | +16.5% |
| 7D | -3.0% | +0.9% | -4.0% | -4.0% |
| 30D | -26.2% | +3.1% | -29.3% | -28.0% |
| 3M | -29.9% | -12.6% | -17.3% | -23.9% |
| 6M | -37.3% | -12.4% | -24.9% | -32.2% |
| YTD | -23.9% | -13.2% | -10.8% | -17.3% |
| 1Y | +7.0% | +1.8% | +5.2% | +6.1% |
| 3Y | +1,120.0% | +58.0% | +1,062.0% | +846.9% |
| 5Y | +242.2% | -8.4% | +250.6% | +227.7% |
| All | +444.6% | +51.3% | +393.4% | +383.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling