-37.3%
RKLB vs AMIX
-81.3%
+44.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | 0.0% | +15.4% | +15.4% |
| 7D | -3.0% | -16.0% | +13.0% | -2.9% |
| 30D | -26.2% | -55.4% | +29.2% | -25.7% |
| 3M | -29.9% | -87.5% | +57.6% | -28.7% |
| 6M | -37.3% | -81.2% | +43.9% | -39.3% |
| All | -37.3% | -81.3% | +44.0% | -39.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling