+231.5%
RKLB vs APTV
-69.7%
+301.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.7% | -4.4% | -3.3% |
| 7D | -2.9% | -1.8% | -1.1% | -2.1% |
| 30D | -22.6% | -7.9% | -14.6% | -19.1% |
| 3M | -41.0% | -29.9% | -11.1% | -29.4% |
| 6M | -10.1% | -36.6% | +26.5% | +12.4% |
| YTD | -11.2% | -40.0% | +28.8% | +13.2% |
| 1Y | +34.2% | -44.0% | +78.2% | +79.1% |
| 3Y | +899.4% | -54.5% | +953.9% | +1,345.6% |
| 5Y | +231.5% | -68.8% | +300.3% | +533.6% |
| All | +231.5% | -69.7% | +301.2% | +533.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling