+330.6%
RKLB vs AMGN
+156.1%
+174.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +2.6% |
| 3M | -23.2% | +12.1% | -35.3% | -24.8% |
| 6M | -50.4% | +40.3% | -90.7% | -53.7% |
| YTD | -11.8% | +45.2% | -57.0% | -18.0% |
| 1Y | +36.0% | +42.4% | -6.5% | +26.9% |
| 3Y | +1,321.0% | +91.0% | +1,230.0% | +1,124.3% |
| All | +330.6% | +156.1% | +174.5% | +304.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling