+546.0%
RKLB vs AMKR
+294.5%
+251.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.4% | -2.8% | -0.4% |
| 7D | -2.0% | +8.3% | -10.3% | -5.7% |
| 30D | -22.4% | -6.8% | -15.7% | -20.4% |
| 3M | -45.2% | -31.9% | -13.2% | -37.4% |
| 6M | -12.5% | +18.4% | -30.9% | -24.1% |
| YTD | -9.8% | +31.7% | -41.4% | -27.5% |
| 1Y | +30.0% | +105.2% | -75.3% | -17.0% |
| 3Y | +942.2% | +147.7% | +794.5% | +467.1% |
| 5Y | +236.8% | +99.4% | +137.5% | +83.8% |
| All | +546.0% | +294.5% | +251.5% | +239.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMKR.
Daily Out/Under-Performance
Portfolio return minus AMKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMKR 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 AMKR 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