+255.2%
RKLB vs AMC
-99.3%
+354.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +1.9% | +13.4% | +15.1% |
| 7D | -3.0% | +2.6% | -5.6% | -3.4% |
| 30D | -26.2% | +9.0% | -35.2% | -27.2% |
| 3M | -29.9% | +22.2% | -52.0% | -32.4% |
| 6M | -37.3% | +91.5% | -128.8% | -46.2% |
| YTD | -23.9% | +101.3% | -125.2% | -36.0% |
| 1Y | +7.0% | +20.8% | -13.8% | -1.7% |
| 3Y | +1,120.0% | -71.3% | +1,191.3% | +1,226.5% |
| All | +255.2% | -99.3% | +354.5% | +531.8% |
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