+546.0%
RKLB vs AME
+111.1%
+434.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.3% | -1.7% | -1.7% |
| 7D | -2.0% | +1.7% | -3.8% | -3.8% |
| 30D | -22.4% | -6.4% | -16.0% | -17.0% |
| 3M | -45.2% | +7.1% | -52.2% | -48.9% |
| 6M | -12.5% | +8.2% | -20.7% | -18.8% |
| YTD | -9.8% | +18.2% | -27.9% | -23.6% |
| 1Y | +30.0% | +26.7% | +3.2% | +2.3% |
| 3Y | +942.2% | +60.7% | +881.5% | +538.1% |
| 5Y | +236.8% | +91.6% | +145.2% | +72.3% |
| All | +546.0% | +111.1% | +434.9% | +193.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 10y: compounded portfolio wealth divided by compounded AME 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…
10y analysis · Full analysis span regression · 6 months rolling