+578.9%
RKLB vs AMT
-1.2%
+580.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.1% | +5.6% | +5.5% |
| 7D | +26.3% | -2.4% | +28.7% | +26.8% |
| 30D | +0.7% | +4.2% | -3.5% | -0.5% |
| 3M | -17.3% | +13.4% | -30.7% | -20.0% |
| 6M | -43.6% | +9.4% | -53.0% | -45.4% |
| YTD | -5.2% | +11.7% | -16.9% | -9.0% |
| 1Y | +29.1% | +7.1% | +22.0% | +25.5% |
| 3Y | +1,413.7% | +15.1% | +1,398.7% | +1,228.9% |
| 5Y | +364.9% | -17.9% | +382.7% | +346.8% |
| All | +578.9% | -1.2% | +580.0% | +546.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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