+576.0%
RKLB vs APH
+432.3%
+143.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.2% | +3.7% | +3.6% |
| 7D | +5.3% | +0.2% | +5.1% | +5.0% |
| 30D | -20.5% | -3.3% | -17.1% | -18.4% |
| 3M | -42.0% | +14.0% | -56.1% | -49.1% |
| 6M | -6.0% | +24.4% | -30.5% | -25.2% |
| YTD | -5.6% | +21.4% | -27.0% | -26.6% |
| 1Y | +38.0% | +48.9% | -10.9% | -13.3% |
| 3Y | +962.4% | +290.1% | +672.3% | +129.7% |
| 5Y | +336.5% | +352.8% | -16.3% | -19.4% |
| All | +576.0% | +432.3% | +143.7% | +3.4% |
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