+531.5%
RKLB vs AME
+111.7%
+419.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -4.4% |
| 7D | +15.9% | +5.9% | +10.1% | +9.3% |
| 30D | +4.0% | -1.9% | +5.9% | +7.2% |
| 3M | -23.2% | -5.4% | -17.8% | -17.7% |
| 6M | -50.4% | +4.9% | -55.4% | -52.1% |
| YTD | -11.8% | +18.5% | -30.3% | -24.6% |
| 1Y | +36.0% | +25.5% | +10.5% | +10.3% |
| 3Y | +1,321.0% | +63.0% | +1,258.0% | +765.0% |
| 5Y | +328.2% | +78.3% | +249.9% | +129.5% |
| All | +531.5% | +111.7% | +419.8% | +189.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling