+329.8%
RKLB vs APA
+76.3%
+253.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.3% | +5.3% | +6.3% |
| 7D | +15.2% | -5.5% | +20.8% | +16.8% |
| 30D | -8.1% | -1.2% | -6.9% | -7.9% |
| 3M | -21.7% | +10.6% | -32.2% | -23.8% |
| 6M | -40.5% | +28.4% | -69.0% | -44.8% |
| YTD | -10.1% | +89.7% | -99.8% | -26.9% |
| 1Y | +20.8% | +90.6% | -69.8% | -2.1% |
| 3Y | +1,335.0% | +36.9% | +1,298.1% | +1,105.0% |
| 5Y | +329.8% | +83.2% | +246.6% | +241.4% |
| All | +329.8% | +76.3% | +253.5% | +241.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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