+231.5%
RKLB vs AMCR
-9.6%
+241.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.6% |
| 7D | -2.9% | -5.0% | +2.1% | -0.5% |
| 30D | -22.6% | -8.0% | -14.6% | -19.5% |
| 3M | -41.0% | +14.3% | -55.3% | -45.7% |
| 6M | -10.1% | +5.3% | -15.4% | -13.4% |
| YTD | -11.2% | +7.7% | -18.9% | -16.7% |
| 1Y | +34.2% | +10.8% | +23.4% | +22.7% |
| 3Y | +899.4% | +9.6% | +889.8% | +765.9% |
| 5Y | +231.5% | -10.2% | +241.7% | +223.9% |
| All | +231.5% | -9.6% | +241.1% | +223.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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