+330.6%
RKLB vs APH
+289.4%
+41.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.7% | -2.2% | -2.4% |
| 7D | +15.9% | +4.9% | +11.1% | +11.1% |
| 30D | +4.0% | -5.4% | +9.4% | +10.1% |
| 3M | -23.2% | -5.5% | -17.7% | -18.8% |
| 6M | -50.4% | +25.9% | -76.4% | -59.9% |
| YTD | -11.8% | +16.4% | -28.2% | -28.9% |
| 1Y | +36.0% | +16.5% | +19.5% | +10.0% |
| 3Y | +1,321.0% | +270.9% | +1,050.2% | +187.0% |
| All | +330.6% | +289.4% | +41.2% | -27.2% |
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