+546.0%
RKLB vs AMGN
+102.6%
+443.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +1.8% |
| 7D | -2.0% | -13.7% | +11.7% | +0.1% |
| 30D | -22.4% | -8.8% | -13.6% | -21.5% |
| 3M | -45.2% | +7.2% | -52.4% | -46.2% |
| 6M | -12.5% | +1.3% | -13.8% | -13.4% |
| YTD | -9.8% | +17.6% | -27.4% | -12.9% |
| 1Y | +30.0% | +37.2% | -7.2% | +22.1% |
| 3Y | +942.2% | +57.7% | +884.5% | +841.7% |
| 5Y | +236.8% | +106.3% | +130.6% | +201.5% |
| All | +546.0% | +102.6% | +443.4% | +471.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMGN.
Daily Out/Under-Performance
Portfolio return minus AMGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMGN 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 10y: compounded portfolio wealth divided by compounded AMGN 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…
10y analysis · Full analysis span regression · 6 months rolling