+559.5%
RKLB vs APTV
-59.7%
+619.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.1% | -2.3% | -1.0% |
| 7D | -0.2% | +4.8% | -5.0% | -2.8% |
| 30D | -14.1% | +2.0% | -16.1% | -15.1% |
| 3M | -46.4% | -34.2% | -12.2% | -33.6% |
| 6M | -10.6% | -34.7% | +24.0% | +9.3% |
| YTD | -7.9% | -37.0% | +29.1% | +13.5% |
| 1Y | +49.5% | -40.4% | +89.9% | +91.0% |
| 3Y | +913.6% | -54.1% | +967.7% | +1,341.3% |
| 5Y | +375.3% | -68.0% | +443.3% | +700.5% |
| All | +559.5% | -59.7% | +619.2% | +1,020.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling