+504.1%
RKLB vs AMT
-1.8%
+505.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.1% | +10.8% | +10.9% |
| 7D | +13.0% | +0.4% | +12.7% | +12.8% |
| 30D | -13.7% | +3.7% | -17.4% | -14.7% |
| 3M | -28.9% | +10.7% | -39.7% | -30.9% |
| 6M | -44.2% | +9.3% | -53.4% | -45.9% |
| YTD | -15.6% | +10.9% | -26.6% | -19.0% |
| 1Y | +14.0% | +10.5% | +3.5% | +9.6% |
| 3Y | +1,275.2% | +15.5% | +1,259.7% | +1,101.9% |
| 5Y | +296.6% | -20.6% | +317.2% | +278.3% |
| All | +504.1% | -1.8% | +505.9% | +475.6% |
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