+444.6%
RKLB vs AR
+739.1%
-294.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.8% | +16.2% | +15.6% |
| 7D | -3.0% | -14.3% | +11.2% | +0.5% |
| 30D | -26.2% | +1.4% | -27.6% | -26.6% |
| 3M | -29.9% | +3.4% | -33.2% | -30.9% |
| 6M | -37.3% | -2.1% | -35.2% | -37.9% |
| YTD | -23.9% | +4.7% | -28.6% | -26.8% |
| 1Y | +7.0% | +10.6% | -3.6% | +1.3% |
| 3Y | +1,120.0% | +24.6% | +1,095.4% | +1,012.9% |
| 5Y | +242.2% | +71.9% | +170.3% | +200.6% |
| All | +444.6% | +739.1% | -294.4% | +344.1% |
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