+546.0%
RKLB vs AON
+53.6%
+492.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.2% | +2.2% |
| 7D | -2.0% | -6.3% | +4.3% | +0.2% |
| 30D | -22.4% | -14.1% | -8.4% | -18.6% |
| 3M | -45.2% | -9.5% | -35.7% | -44.3% |
| 6M | -12.5% | -4.0% | -8.5% | -14.3% |
| YTD | -9.8% | -13.8% | +4.0% | -7.6% |
| 1Y | +30.0% | -18.3% | +48.3% | +37.1% |
| 3Y | +942.2% | -7.2% | +949.4% | +905.7% |
| 5Y | +236.8% | +7.3% | +229.5% | +185.3% |
| All | +546.0% | +53.6% | +492.5% | +416.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 10y: compounded portfolio wealth divided by compounded AON 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…
10y analysis · Full analysis span regression · 6 months rolling