+559.5%
RKLB vs APD
+24.8%
+534.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.1% |
| 7D | -0.2% | -2.2% | +2.0% | +0.7% |
| 30D | -14.1% | +2.1% | -16.2% | -15.0% |
| 3M | -46.4% | +7.2% | -53.6% | -48.3% |
| 6M | -10.6% | +11.2% | -21.9% | -15.4% |
| YTD | -7.9% | +24.4% | -32.3% | -17.4% |
| 1Y | +49.5% | +6.7% | +42.8% | +43.1% |
| 3Y | +913.6% | +9.2% | +904.3% | +844.4% |
| 5Y | +375.3% | +27.4% | +347.9% | +279.0% |
| All | +559.5% | +24.8% | +534.7% | +404.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling