+343.2%
RKLB vs AMT
-31.6%
+374.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.0% |
| 7D | -0.2% | -0.2% | 0.0% | -0.2% |
| 30D | -14.1% | +4.6% | -18.7% | -15.2% |
| 3M | -46.4% | -8.4% | -38.0% | -45.3% |
| 6M | -10.6% | -6.0% | -4.6% | -9.6% |
| YTD | -7.9% | +2.1% | -10.0% | -9.7% |
| 1Y | +49.5% | -6.4% | +55.9% | +50.6% |
| 3Y | +913.6% | +8.1% | +905.5% | +776.0% |
| All | +343.2% | -31.6% | +374.8% | +216.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling