+204.4%
RKLB vs AME
+83.9%
+120.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.6% | -3.6% |
| 7D | 0.0% | +1.3% | -1.4% | -1.4% |
| 30D | -21.2% | -6.6% | -14.6% | -15.1% |
| 3M | -41.7% | +3.0% | -44.7% | -43.5% |
| 6M | -11.8% | +5.3% | -17.1% | -16.2% |
| YTD | -9.6% | +15.4% | -25.0% | -22.4% |
| 1Y | +34.1% | +26.8% | +7.3% | +3.8% |
| 3Y | +917.3% | +56.5% | +860.7% | +511.5% |
| 5Y | +204.4% | +85.2% | +119.1% | +41.3% |
| All | +204.4% | +83.9% | +120.5% | +41.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling