+1,321.0%
RKLB vs AMGN
+91.8%
+1,229.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.9% |
| 7D | +15.9% | +1.1% | +14.8% | +15.8% |
| 30D | +4.0% | +9.3% | -5.3% | +2.7% |
| 3M | -23.2% | +12.1% | -35.3% | -24.8% |
| 6M | -50.4% | +40.3% | -90.7% | -53.8% |
| YTD | -11.8% | +45.2% | -57.0% | -18.1% |
| 1Y | +36.0% | +42.4% | -6.5% | +26.7% |
| 3Y | +1,321.0% | +91.0% | +1,230.0% | +852.2% |
| All | +1,321.0% | +91.8% | +1,229.3% | +852.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling