+92.4%
RKLB vs AMRZ
-19.2%
+111.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.3% | -1.9% | -3.4% |
| 7D | 0.0% | -4.7% | +4.6% | +1.6% |
| 30D | -21.2% | -11.3% | -9.9% | -17.8% |
| 3M | -41.7% | -22.1% | -19.7% | -37.0% |
| 6M | -11.8% | -29.6% | +17.8% | +0.1% |
| YTD | -9.6% | -23.3% | +13.7% | -4.4% |
| 1Y | +34.1% | -23.7% | +57.8% | +38.4% |
| All | +92.4% | -19.2% | +111.6% | +99.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling