+559.5%
RKLB vs AME
+107.5%
+452.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | -0.8% |
| 7D | -0.2% | +0.6% | -0.8% | -0.8% |
| 30D | -14.1% | -6.7% | -7.4% | -7.7% |
| 3M | -46.4% | +4.1% | -50.5% | -48.6% |
| 6M | -10.6% | +1.6% | -12.2% | -11.7% |
| YTD | -7.9% | +16.1% | -24.0% | -20.6% |
| 1Y | +49.5% | +27.3% | +22.1% | +17.2% |
| 3Y | +913.6% | +50.9% | +862.7% | +562.2% |
| 5Y | +375.3% | +81.4% | +293.9% | +152.8% |
| All | +559.5% | +107.5% | +452.0% | +205.1% |
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