+231.5%
RKLB vs AON
+9.0%
+222.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -2.1% |
| 7D | -2.9% | -5.9% | +3.0% | -0.9% |
| 30D | -22.6% | -13.7% | -8.9% | -18.8% |
| 3M | -41.0% | -8.3% | -32.7% | -40.4% |
| 6M | -10.1% | -3.6% | -6.5% | -12.1% |
| YTD | -11.2% | -12.4% | +1.2% | -9.5% |
| 1Y | +34.2% | -14.6% | +48.8% | +38.8% |
| 3Y | +899.4% | -5.7% | +905.1% | +853.9% |
| 5Y | +231.5% | +9.1% | +222.4% | +166.5% |
| All | +231.5% | +9.0% | +222.5% | +166.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling