+336.5%
RKLB vs APA
+156.3%
+180.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.8% | +0.7% | +2.1% |
| 7D | +5.3% | -1.7% | +7.0% | +5.7% |
| 30D | -20.5% | +15.7% | -36.2% | -22.9% |
| 3M | -42.0% | +16.5% | -58.5% | -44.3% |
| 6M | -6.0% | +35.1% | -41.1% | -14.4% |
| YTD | -5.6% | +82.2% | -87.8% | -20.5% |
| 1Y | +38.0% | +102.5% | -64.5% | +11.3% |
| 3Y | +962.4% | +10.3% | +952.1% | +854.4% |
| 5Y | +336.5% | +166.1% | +170.4% | +381.0% |
| All | +336.5% | +156.3% | +180.2% | +381.0% |
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