-7.4%
RKLB vs AMRZ
-11.5%
+4.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.2% | -9.0% | -5.2% |
| 7D | -10.6% | +10.3% | -20.9% | -13.4% |
| 30D | -28.3% | +18.7% | -47.0% | -32.2% |
| 3M | -29.7% | -14.6% | -15.0% | -26.3% |
| 6M | -34.8% | -12.9% | -21.9% | -33.7% |
| YTD | -24.9% | -17.4% | -7.6% | -25.8% |
| 1Y | -7.4% | -12.3% | +4.9% | -14.9% |
| All | -7.4% | -11.5% | +4.1% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 1y: compounded portfolio wealth divided by compounded AMRZ 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…
1y analysis · Full analysis span regression · 6 months rolling