+1,321.0%
RKLB vs APTV
-48.7%
+1,369.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.9% |
| 7D | +15.9% | -1.7% | +17.7% | +16.8% |
| 30D | +4.0% | -11.6% | +15.6% | +8.8% |
| 3M | -23.2% | -21.2% | -2.0% | -15.8% |
| 6M | -50.4% | -28.5% | -21.9% | -45.3% |
| YTD | -11.8% | -49.1% | +37.3% | +13.2% |
| 1Y | +36.0% | -52.2% | +88.2% | +80.6% |
| 3Y | +1,321.0% | -48.6% | +1,369.6% | +1,681.0% |
| All | +1,321.0% | -48.7% | +1,369.7% | +1,681.0% |
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