+329.8%
RKLB vs ALM
+395.6%
-65.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -7.2% | +13.8% | +8.0% |
| 7D | +15.2% | -6.3% | +21.5% | +16.9% |
| 30D | -8.1% | -31.4% | +23.4% | -0.8% |
| 3M | -21.7% | -40.6% | +18.9% | -13.9% |
| 6M | -40.5% | -58.6% | +18.1% | -30.8% |
| YTD | -10.1% | -7.6% | -2.5% | -7.3% |
| 1Y | +20.8% | +13.8% | +7.0% | +20.8% |
| 3Y | +1,335.0% | +842.1% | +492.9% | +963.6% |
| 5Y | +329.8% | +407.4% | -77.6% | +226.5% |
| All | +329.8% | +395.6% | -65.8% | +226.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling