+559.5%
RKLB vs APH
+162.6%
+396.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -47.8% | +48.3% | +29.8% |
| 7D | -4.8% | -48.7% | +43.9% | +24.8% |
| 30D | -14.1% | -51.9% | +37.8% | +18.9% |
| 3M | -46.4% | -43.6% | -2.9% | -36.0% |
| 6M | -10.6% | -37.5% | +26.9% | -4.8% |
| YTD | -7.9% | -38.6% | +30.8% | -4.6% |
| 1Y | +49.5% | -26.3% | +75.8% | +27.6% |
| 3Y | +913.6% | +89.2% | +824.4% | +205.0% |
| 5Y | +375.3% | +119.8% | +255.5% | +21.0% |
| All | +559.5% | +162.6% | +396.9% | +37.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling