+255.2%
RKLB vs APD
+11.0%
+244.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.5% | +16.9% | +16.0% |
| 7D | -3.0% | -3.7% | +0.6% | -1.5% |
| 30D | -26.2% | +9.6% | -35.8% | -29.2% |
| 3M | -29.9% | +1.6% | -31.5% | -30.7% |
| 6M | -37.3% | +2.2% | -39.5% | -38.4% |
| YTD | -23.9% | +25.9% | -49.8% | -32.8% |
| 1Y | +7.0% | +20.1% | -13.2% | -4.0% |
| 3Y | +1,120.0% | +12.4% | +1,107.6% | +1,011.6% |
| All | +255.2% | +11.0% | +244.3% | +145.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling