+578.9%
RKLB vs ALM
+609.7%
-30.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.2% | +5.4% |
| 7D | +26.3% | -7.2% | +33.5% | +28.2% |
| 30D | +0.7% | -26.4% | +27.0% | +6.6% |
| 3M | -17.3% | -38.6% | +21.3% | -10.3% |
| 6M | -43.6% | -61.0% | +17.4% | -34.5% |
| YTD | -5.2% | -7.4% | +2.2% | -2.6% |
| 1Y | +29.1% | +14.0% | +15.1% | +28.7% |
| 3Y | +1,413.7% | +844.4% | +569.3% | +1,030.4% |
| 5Y | +364.9% | +410.8% | -45.9% | +255.7% |
| All | +578.9% | +609.7% | -30.8% | +422.7% |
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