+330.6%
RKLB vs AMC
-99.2%
+429.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.7% | -1.3% | -3.5% |
| 7D | +15.9% | +3.5% | +12.4% | +15.4% |
| 30D | +4.0% | +12.5% | -8.5% | +2.1% |
| 3M | -23.2% | +23.6% | -46.8% | -26.0% |
| 6M | -50.4% | +144.4% | -194.8% | -59.1% |
| YTD | -11.8% | +108.3% | -120.1% | -26.2% |
| 1Y | +36.0% | +38.9% | -2.9% | +22.1% |
| 3Y | +1,321.0% | -58.9% | +1,379.9% | +1,357.6% |
| All | +330.6% | -99.2% | +429.8% | +730.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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