+255.2%
RKLB vs APH
+280.5%
-25.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +4.1% | +11.3% | +11.6% |
| 7D | -3.0% | -5.9% | +2.9% | +3.0% |
| 30D | -26.2% | -14.8% | -11.4% | -14.0% |
| 3M | -29.9% | -12.4% | -17.4% | -20.7% |
| 6M | -37.3% | +8.1% | -45.4% | -43.1% |
| YTD | -23.9% | +10.9% | -34.9% | -36.0% |
| 1Y | +7.0% | +8.8% | -1.8% | -7.5% |
| 3Y | +1,120.0% | +262.1% | +857.9% | +150.5% |
| All | +255.2% | +280.5% | -25.3% | -35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling