+87.7%
RKLB vs AMRZ
-19.2%
+106.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.0% |
| 7D | +15.9% | -2.1% | +18.0% | +16.8% |
| 30D | +4.0% | +13.0% | -9.0% | -1.0% |
| 3M | -23.2% | -12.1% | -11.1% | -19.8% |
| 6M | -50.4% | -19.1% | -31.3% | -47.6% |
| YTD | -11.8% | -23.3% | +11.5% | -7.0% |
| 1Y | +36.0% | -16.6% | +52.6% | +36.3% |
| All | +87.7% | -19.2% | +106.9% | +93.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling