+559.5%
RKLB vs AMC
-93.6%
+653.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.3% | -3.6% | +0.5% |
| 7D | -0.2% | +2.3% | -2.5% | -0.3% |
| 30D | -14.1% | -0.7% | -13.4% | -14.1% |
| 3M | -46.4% | +35.2% | -81.6% | -47.6% |
| 6M | -10.6% | +124.6% | -135.2% | -15.2% |
| YTD | -7.9% | +69.9% | -77.8% | -11.5% |
| 1Y | +49.5% | -2.6% | +52.1% | +47.4% |
| 3Y | +913.6% | -79.8% | +993.3% | +938.8% |
| 5Y | +375.3% | -99.4% | +474.7% | +415.7% |
| All | +559.5% | -93.6% | +653.1% | +633.6% |
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