+444.6%
RKLB vs AMBA
-17.5%
+462.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +6.1% | +9.3% | +12.7% |
| 7D | -3.0% | -7.2% | +4.2% | +0.7% |
| 30D | -26.2% | -10.4% | -15.8% | -22.2% |
| 3M | -29.9% | -30.1% | +0.3% | -18.2% |
| 6M | -37.3% | -22.4% | -14.9% | -33.2% |
| YTD | -23.9% | -17.3% | -6.6% | -22.4% |
| 1Y | +7.0% | -35.4% | +42.4% | +20.7% |
| 3Y | +1,120.0% | +18.6% | +1,101.4% | +896.3% |
| 5Y | +242.2% | -69.8% | +312.0% | +301.5% |
| All | +444.6% | -17.5% | +462.1% | +473.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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