+908.9%
RKLB vs ARM
+211.3%
+697.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +4.7% | +10.7% | +13.7% |
| 7D | -3.0% | -15.2% | +12.2% | +3.0% |
| 30D | -26.2% | -40.7% | +14.5% | -11.6% |
| 3M | -29.9% | -39.1% | +9.2% | -17.6% |
| 6M | -37.3% | -26.4% | -10.9% | -33.9% |
| YTD | -23.9% | +59.7% | -83.7% | -39.8% |
| 1Y | +7.0% | +10.3% | -3.4% | -4.0% |
| 3Y | +1,120.0% | +228.9% | +891.1% | +588.4% |
| All | +908.9% | +211.3% | +697.7% | +528.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARM.
Daily Out/Under-Performance
Portfolio return minus ARM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARM 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 ARM 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