+34.2%
RKLB vs AME
+26.3%
+7.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -0.9% |
| 7D | -2.9% | 0.0% | -2.9% | -2.9% |
| 30D | -22.6% | -8.6% | -14.0% | -15.1% |
| 3M | -41.0% | +5.8% | -46.8% | -43.9% |
| 6M | -10.1% | +3.8% | -13.9% | -13.7% |
| YTD | -11.2% | +14.4% | -25.6% | -20.8% |
| 1Y | +34.2% | +25.8% | +8.4% | +20.2% |
| All | +34.2% | +26.3% | +7.9% | +20.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling