+1,120.0%
RKLB vs AR
+19.9%
+1,100.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.8% | +16.2% | +15.6% |
| 7D | -3.0% | -14.3% | +11.2% | +1.3% |
| 30D | -26.2% | +1.4% | -27.6% | -26.7% |
| 3M | -29.9% | +3.4% | -33.2% | -31.1% |
| 6M | -37.3% | -2.1% | -35.2% | -38.0% |
| YTD | -23.9% | +4.7% | -28.6% | -28.3% |
| 1Y | +7.0% | +10.6% | -3.6% | -2.0% |
| 3Y | +1,120.0% | +24.6% | +1,095.4% | +968.6% |
| All | +1,120.0% | +19.9% | +1,100.1% | +968.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling