+547.3%
RKLB vs AMT
-9.8%
+557.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -4.2% |
| 7D | 0.0% | +1.5% | -1.5% | -0.4% |
| 30D | -21.2% | +3.7% | -24.9% | -22.0% |
| 3M | -41.7% | -7.2% | -34.5% | -40.9% |
| 6M | -11.8% | -4.2% | -7.6% | -11.4% |
| YTD | -9.6% | +1.9% | -11.5% | -11.1% |
| 1Y | +34.1% | -6.4% | +40.5% | +35.0% |
| 3Y | +917.3% | +7.7% | +909.5% | +801.7% |
| 5Y | +204.4% | -30.9% | +235.3% | +194.3% |
| All | +547.3% | -9.8% | +557.1% | +531.2% |
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