+20.8%
RKLB vs APH
+14.0%
+6.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.9% | +7.5% | +7.2% |
| 7D | +15.2% | -5.0% | +20.2% | +19.6% |
| 30D | -8.1% | -8.4% | +0.3% | -2.2% |
| 3M | -21.7% | -4.5% | -17.1% | -18.9% |
| 6M | -40.5% | +25.3% | -65.8% | -47.3% |
| YTD | -10.1% | +18.9% | -29.0% | -30.1% |
| 1Y | +20.8% | +11.9% | +8.9% | +0.8% |
| All | +20.8% | +14.0% | +6.8% | +0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling