+34.1%
RKLB vs AMT
-6.0%
+40.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.1% | -4.3% |
| 7D | 0.0% | +1.5% | -1.5% | +0.2% |
| 30D | -21.2% | +3.7% | -24.9% | -20.7% |
| 3M | -41.7% | -7.2% | -34.5% | -41.1% |
| 6M | -11.8% | -4.2% | -7.6% | -10.9% |
| YTD | -9.6% | +1.9% | -11.5% | -8.8% |
| 1Y | +34.1% | -6.4% | +40.5% | +34.0% |
| All | +34.1% | -6.0% | +40.2% | +34.0% |
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