+1,146.5%
RKLB vs AMIX
-100.0%
+1,246.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -8.4% | +5.3% | -3.0% |
| 7D | +39.3% | -10.9% | +50.2% | +39.4% |
| 30D | -0.2% | -55.0% | +54.7% | +0.6% |
| 3M | -21.1% | -82.0% | +61.0% | -19.8% |
| 6M | -45.5% | -80.4% | +34.9% | -46.0% |
| YTD | -8.2% | -88.3% | +80.1% | -8.5% |
| 1Y | +28.2% | -92.4% | +120.6% | +28.3% |
| All | +1,146.5% | -100.0% | +1,246.5% | +711.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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