+547.3%
RKLB vs ALM
+1,494.3%
-947.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.1% | -0.1% | -3.5% |
| 7D | 0.0% | +3.6% | -3.7% | -0.7% |
| 30D | -21.2% | +33.8% | -55.0% | -25.5% |
| 3M | -41.7% | +14.8% | -56.5% | -43.5% |
| 6M | -11.8% | -7.0% | -4.8% | -12.2% |
| YTD | -9.6% | +108.1% | -117.6% | -19.5% |
| 1Y | +34.1% | +313.8% | -279.7% | +9.4% |
| 3Y | +917.3% | +2,227.6% | -1,310.4% | +547.0% |
| 5Y | +204.4% | +956.6% | -752.2% | +103.7% |
| All | +547.3% | +1,494.3% | -947.0% | +332.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 10y: compounded portfolio wealth divided by compounded ALM 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…
10y analysis · Full analysis span regression · 6 months rolling