+546.0%
RKLB vs APTV
-61.7%
+607.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.8% |
| 7D | -2.0% | -5.0% | +3.0% | +0.6% |
| 30D | -22.4% | -6.1% | -16.4% | -20.0% |
| 3M | -45.2% | -33.0% | -12.2% | -33.2% |
| 6M | -12.5% | -35.2% | +22.7% | +7.2% |
| YTD | -9.8% | -40.1% | +30.4% | +14.2% |
| 1Y | +30.0% | -45.6% | +75.6% | +74.5% |
| 3Y | +942.2% | -54.4% | +996.6% | +1,373.4% |
| 5Y | +236.8% | -68.9% | +305.7% | +477.5% |
| All | +546.0% | -61.7% | +607.8% | +1,027.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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