+40.1%
RKLB vs APD
+6.0%
+34.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.2% | +3.7% | +2.4% |
| 7D | +5.3% | -2.5% | +7.8% | +5.1% |
| 30D | -20.5% | -1.9% | -18.6% | -20.6% |
| 3M | -42.0% | +8.2% | -50.3% | -41.4% |
| 6M | -6.0% | +10.7% | -16.8% | -4.3% |
| YTD | -5.6% | +22.9% | -28.5% | -1.9% |
| All | +40.1% | +6.0% | +34.0% | +74.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling