+944.2%
RKLB vs APTV
-56.4%
+1,000.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.7% | -1.6% | -3.2% |
| 7D | 0.0% | -1.2% | +1.1% | +0.3% |
| 30D | -21.2% | -10.6% | -10.6% | -17.6% |
| 3M | -41.7% | -35.0% | -6.7% | -31.2% |
| 6M | -11.8% | -38.9% | +27.1% | +5.7% |
| YTD | -9.6% | -41.5% | +31.9% | +9.1% |
| 1Y | +34.1% | -45.8% | +79.9% | +68.1% |
| All | +944.2% | -56.4% | +1,000.6% | +1,115.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling