+559.5%
RKLB vs ALM
+1,428.2%
-868.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.0% |
| 7D | -0.2% | -2.6% | +2.4% | +0.3% |
| 30D | -14.1% | +32.0% | -46.1% | -18.5% |
| 3M | -46.4% | -15.0% | -31.4% | -45.5% |
| 6M | -10.6% | -10.1% | -0.5% | -10.5% |
| YTD | -7.9% | +99.4% | -107.3% | -17.3% |
| 1Y | +49.5% | +316.4% | -266.9% | +22.1% |
| 3Y | +913.6% | +2,022.0% | -1,108.4% | +552.9% |
| 5Y | +375.3% | +941.2% | -565.9% | +219.9% |
| All | +559.5% | +1,428.2% | -868.7% | +343.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling