+504.1%
RKLB vs APH
+426.3%
+77.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +8.2% | +2.7% | +3.5% |
| 7D | +13.0% | +1.1% | +12.0% | +12.6% |
| 30D | -13.7% | -7.5% | -6.2% | -6.7% |
| 3M | -28.9% | -4.4% | -24.5% | -25.7% |
| 6M | -44.2% | +26.5% | -70.7% | -55.1% |
| YTD | -15.6% | +20.0% | -35.7% | -33.1% |
| 1Y | +14.0% | +16.9% | -2.9% | -6.6% |
| 3Y | +1,275.2% | +288.5% | +986.7% | +200.3% |
| 5Y | +296.6% | +310.3% | -13.7% | -20.6% |
| All | +504.1% | +426.3% | +77.8% | -5.8% |
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