+29.1%
RKLB vs AMT
+9.1%
+20.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.1% | +5.6% | +5.5% |
| 7D | +26.3% | -2.4% | +28.7% | +25.7% |
| 30D | +0.7% | +4.2% | -3.5% | +1.6% |
| 3M | -17.3% | +13.4% | -30.7% | -15.7% |
| 6M | -43.6% | +9.4% | -53.0% | -42.6% |
| YTD | -5.2% | +11.7% | -16.9% | -3.6% |
| 1Y | +29.1% | +7.1% | +22.0% | +46.0% |
| All | +29.1% | +9.1% | +20.0% | +46.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling