+504.1%
RKLB vs AMC
-91.8%
+595.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +8.3% | +2.6% | +10.5% |
| 7D | +13.0% | +6.6% | +6.5% | +12.7% |
| 30D | -13.7% | +14.1% | -27.8% | -14.2% |
| 3M | -28.9% | +31.3% | -60.2% | -29.9% |
| 6M | -44.2% | +126.7% | -170.9% | -47.0% |
| YTD | -15.6% | +117.9% | -133.6% | -19.9% |
| 1Y | +14.0% | +41.1% | -27.1% | +10.5% |
| 3Y | +1,275.2% | -61.0% | +1,336.2% | +1,279.4% |
| 5Y | +296.6% | -99.1% | +395.8% | +325.1% |
| All | +504.1% | -91.8% | +595.9% | +563.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling