+559.5%
RKLB vs APO
+236.9%
+322.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.2% |
| 7D | -0.2% | -1.0% | +0.8% | +0.5% |
| 30D | -14.1% | +3.5% | -17.6% | -17.1% |
| 3M | -46.4% | +4.5% | -51.0% | -48.9% |
| 6M | -10.6% | +22.8% | -33.4% | -24.1% |
| YTD | -7.9% | -6.5% | -1.4% | -4.9% |
| 1Y | +49.5% | +0.8% | +48.6% | +45.5% |
| 3Y | +913.6% | +62.0% | +851.6% | +617.9% |
| 5Y | +375.3% | +138.2% | +237.0% | +161.2% |
| All | +559.5% | +236.9% | +322.6% | +235.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling