+231.5%
RKLB vs AMP
+118.7%
+112.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -2.0% |
| 7D | -2.9% | -2.0% | -0.9% | -1.0% |
| 30D | -22.6% | -1.7% | -20.9% | -21.5% |
| 3M | -41.0% | +23.2% | -64.2% | -53.0% |
| 6M | -10.1% | +22.2% | -32.3% | -27.6% |
| YTD | -11.2% | +14.0% | -25.2% | -24.1% |
| 1Y | +34.2% | +14.0% | +20.2% | +15.7% |
| 3Y | +899.4% | +67.0% | +832.4% | +512.6% |
| 5Y | +231.5% | +123.2% | +108.3% | +80.7% |
| All | +231.5% | +118.7% | +112.8% | +80.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling