+916.8%
RKLB vs APD
+11.2%
+905.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +0.9% |
| 7D | -0.2% | -2.2% | +2.0% | +0.3% |
| 30D | -14.1% | +2.1% | -16.2% | -14.6% |
| 3M | -46.4% | +7.2% | -53.6% | -47.5% |
| 6M | -10.6% | +11.2% | -21.9% | -13.5% |
| YTD | -7.9% | +24.4% | -32.3% | -13.9% |
| 1Y | +49.5% | +6.7% | +42.8% | +47.5% |
| All | +916.8% | +11.2% | +905.6% | +859.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling