+543.6%
RKLB vs AR
+775.1%
-231.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.2% | +4.3% | +13.9% | +17.1% |
| 7D | +15.2% | -5.8% | +21.0% | +17.0% |
| 30D | -8.1% | +4.8% | -12.9% | -9.1% |
| 3M | -21.7% | +1.5% | -23.2% | -22.2% |
| 6M | -40.5% | +4.7% | -45.2% | -41.9% |
| YTD | -10.1% | +9.2% | -19.3% | -14.2% |
| 1Y | +20.8% | +11.2% | +9.7% | +14.6% |
| 3Y | +1,335.0% | +46.2% | +1,288.8% | +1,166.4% |
| 5Y | +329.8% | +98.1% | +231.8% | +270.6% |
| All | +543.6% | +775.1% | -231.5% | +420.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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