+962.4%
RKLB vs AME
+55.3%
+907.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +5.3% | +2.8% | +2.5% | +2.4% |
| 30D | -20.5% | -6.3% | -14.2% | -15.1% |
| 3M | -42.0% | +5.4% | -47.4% | -45.0% |
| 6M | -6.0% | +7.4% | -13.5% | -12.1% |
| YTD | -5.6% | +16.2% | -21.7% | -18.3% |
| 1Y | +38.0% | +26.8% | +11.2% | +10.1% |
| 3Y | +962.4% | +57.5% | +904.9% | +569.6% |
| All | +962.4% | +55.3% | +907.2% | +569.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling