+1,120.0%
RKLB vs AMT
+10.5%
+1,109.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -2.7% | +18.1% | +14.9% |
| 7D | -3.0% | +0.5% | -3.6% | -2.9% |
| 30D | -26.2% | +13.6% | -39.8% | -24.9% |
| 3M | -29.9% | +11.5% | -41.3% | -28.7% |
| 6M | -37.3% | +6.9% | -44.2% | -36.3% |
| YTD | -23.9% | +10.8% | -34.8% | -22.4% |
| 1Y | +7.0% | +10.3% | -3.3% | +9.2% |
| 3Y | +1,120.0% | +12.4% | +1,107.6% | +1,118.3% |
| All | +1,120.0% | +10.5% | +1,109.5% | +1,118.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling