+1,321.0%
RKLB vs APO
+53.0%
+1,268.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.7% | -5.7% | -5.3% |
| 7D | +15.9% | +5.8% | +10.2% | +11.4% |
| 30D | +4.0% | +8.9% | -4.9% | -3.2% |
| 3M | -23.2% | -13.6% | -9.5% | -14.9% |
| 6M | -50.4% | -5.4% | -45.1% | -49.3% |
| YTD | -11.8% | -13.6% | +1.8% | -3.1% |
| 1Y | +36.0% | -2.5% | +38.5% | +35.9% |
| 3Y | +1,321.0% | +50.9% | +1,270.2% | +1,216.0% |
| All | +1,321.0% | +53.0% | +1,268.0% | +1,216.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling