+559.5%
RKLB vs AR
+816.5%
-257.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.9% |
| 7D | -0.2% | +2.5% | -2.7% | -0.8% |
| 30D | -14.1% | +14.8% | -28.9% | -17.1% |
| 3M | -46.4% | +6.2% | -52.7% | -47.6% |
| 6M | -10.6% | +4.3% | -14.9% | -12.8% |
| YTD | -7.9% | +14.4% | -22.2% | -12.8% |
| 1Y | +49.5% | +21.3% | +28.1% | +38.5% |
| 3Y | +913.6% | +39.8% | +873.8% | +802.3% |
| 5Y | +375.3% | +142.1% | +233.2% | +298.3% |
| All | +559.5% | +816.5% | -257.0% | +428.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling