+576.0%
RKLB vs AR
+808.8%
-232.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.8% | +3.3% | +2.7% |
| 7D | +5.3% | -1.8% | +7.2% | +5.8% |
| 30D | -20.5% | +12.6% | -33.1% | -22.9% |
| 3M | -42.0% | +10.0% | -52.1% | -43.8% |
| 6M | -6.0% | +0.6% | -6.7% | -7.4% |
| YTD | -5.6% | +13.4% | -19.0% | -10.5% |
| 1Y | +38.0% | +21.7% | +16.3% | +27.8% |
| 3Y | +962.4% | +45.8% | +916.6% | +838.0% |
| 5Y | +336.5% | +144.3% | +192.3% | +265.7% |
| All | +576.0% | +808.8% | -232.8% | +442.9% |
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