+330.6%
RKLB vs APO
+81.1%
+249.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.7% | -5.7% | -5.3% |
| 7D | +15.9% | +5.8% | +10.2% | +11.1% |
| 30D | +4.0% | +8.9% | -4.9% | -3.6% |
| 3M | -23.2% | -13.6% | -9.5% | -14.7% |
| 6M | -50.4% | -5.4% | -45.1% | -49.4% |
| YTD | -11.8% | -13.6% | +1.8% | -3.7% |
| 1Y | +36.0% | -2.5% | +38.5% | +34.8% |
| 3Y | +1,321.0% | +50.9% | +1,270.2% | +877.9% |
| All | +330.6% | +81.1% | +249.5% | +141.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling