-7.4%
RKLB vs APO
-5.6%
-1.8%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +8.1% | -11.9% | -8.7% |
| 7D | -10.6% | +8.2% | -18.8% | -15.7% |
| 30D | -28.3% | +6.4% | -34.7% | -31.5% |
| 3M | -29.7% | -7.4% | -22.2% | -26.9% |
| 6M | -34.8% | -4.2% | -30.6% | -33.3% |
| YTD | -24.9% | -14.1% | -10.8% | -8.0% |
| 1Y | -7.4% | -4.4% | -3.0% | -4.3% |
| All | -7.4% | -5.6% | -1.8% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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