+944.2%
RKLB vs APO
+54.4%
+889.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.6% | -3.8% |
| 7D | 0.0% | -1.0% | +0.9% | +0.7% |
| 30D | -21.2% | -0.4% | -20.8% | -21.7% |
| 3M | -41.7% | -0.9% | -40.8% | -42.0% |
| 6M | -11.8% | +22.1% | -33.9% | -25.3% |
| YTD | -9.6% | -8.4% | -1.2% | -4.5% |
| 1Y | +34.1% | -0.9% | +35.1% | +33.0% |
| All | +944.2% | +54.4% | +889.8% | +810.9% |
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