+578.9%
RKLB vs APH
+417.1%
+161.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +6.2% |
| 7D | +26.3% | +0.4% | +25.9% | +26.7% |
| 30D | +0.7% | -8.0% | +8.7% | +9.2% |
| 3M | -17.3% | -5.0% | -12.3% | -13.1% |
| 6M | -43.6% | +29.9% | -73.5% | -55.6% |
| YTD | -5.2% | +18.0% | -23.1% | -23.7% |
| 1Y | +29.1% | +11.3% | +17.8% | +10.9% |
| 3Y | +1,413.7% | +274.9% | +1,138.8% | +242.3% |
| 5Y | +364.9% | +300.6% | +64.3% | -5.1% |
| All | +578.9% | +417.1% | +161.8% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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