+546.0%
RKLB vs AMP
+225.4%
+320.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +0.9% |
| 7D | -2.0% | -0.5% | -1.5% | -1.6% |
| 30D | -22.4% | -1.3% | -21.1% | -21.7% |
| 3M | -45.2% | +24.2% | -69.4% | -55.9% |
| 6M | -12.5% | +24.6% | -37.1% | -29.6% |
| YTD | -9.8% | +14.8% | -24.6% | -22.4% |
| 1Y | +30.0% | +12.8% | +17.2% | +14.5% |
| 3Y | +942.2% | +69.0% | +873.2% | +565.8% |
| 5Y | +236.8% | +124.9% | +111.9% | +81.7% |
| All | +546.0% | +225.4% | +320.6% | +218.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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