+557.5%
RKLB vs APD
+31.9%
+525.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.5% | -3.3% |
| 7D | +39.3% | +2.2% | +37.1% | +38.1% |
| 30D | -0.2% | +9.4% | -9.7% | -3.9% |
| 3M | -21.1% | +4.7% | -25.7% | -22.7% |
| 6M | -45.5% | +5.5% | -51.0% | -47.1% |
| YTD | -8.2% | +31.4% | -39.6% | -19.6% |
| 1Y | +28.2% | +24.1% | +4.1% | +14.5% |
| 3Y | +1,366.1% | +28.8% | +1,337.4% | +1,163.2% |
| 5Y | +345.9% | +15.8% | +330.1% | +263.2% |
| All | +557.5% | +31.9% | +525.7% | +390.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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