+535.9%
RKLB vs ALNY
+96.9%
+439.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | -0.6% |
| 7D | -2.9% | -6.4% | +3.5% | -1.1% |
| 30D | -22.6% | +11.9% | -34.5% | -25.3% |
| 3M | -41.0% | -15.0% | -26.0% | -40.2% |
| 6M | -10.1% | -23.2% | +13.1% | -5.8% |
| YTD | -11.2% | -37.8% | +26.6% | -0.8% |
| 1Y | +34.2% | -47.3% | +81.5% | +57.5% |
| 3Y | +899.4% | +22.9% | +876.5% | +750.6% |
| 5Y | +231.5% | +30.6% | +200.9% | +160.0% |
| All | +535.9% | +96.9% | +439.0% | +371.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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