+535.9%
RKLB vs APO
+222.4%
+313.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.6% | 0.0% |
| 7D | -2.9% | -4.9% | +2.0% | +0.7% |
| 30D | -22.6% | -8.4% | -14.1% | -17.8% |
| 3M | -41.0% | -2.1% | -39.0% | -40.8% |
| 6M | -10.1% | +19.2% | -29.4% | -22.0% |
| YTD | -11.2% | -10.5% | -0.7% | -5.3% |
| 1Y | +34.2% | -2.7% | +36.9% | +34.2% |
| 3Y | +899.4% | +52.5% | +846.9% | +639.5% |
| 5Y | +231.5% | +132.1% | +99.4% | +87.2% |
| All | +535.9% | +222.4% | +313.5% | +234.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling