+444.6%
RKLB vs AMT
-1.9%
+446.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -2.7% | +18.1% | +15.9% |
| 7D | -3.0% | +0.5% | -3.6% | -3.3% |
| 30D | -26.2% | +13.6% | -39.8% | -28.6% |
| 3M | -29.9% | +11.5% | -41.3% | -31.9% |
| 6M | -37.3% | +6.9% | -44.2% | -39.0% |
| YTD | -23.9% | +10.8% | -34.8% | -26.9% |
| 1Y | +7.0% | +10.3% | -3.3% | +2.9% |
| 3Y | +1,120.0% | +12.4% | +1,107.6% | +981.7% |
| 5Y | +242.2% | -20.1% | +262.2% | +227.3% |
| All | +444.6% | -1.9% | +446.6% | +419.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling