+1,321.0%
RKLB vs ARM
+265.0%
+1,056.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.6% | +0.7% | -2.4% |
| 7D | +15.9% | +9.1% | +6.8% | +12.5% |
| 30D | +4.0% | -19.9% | +23.9% | +12.3% |
| 3M | -23.2% | -31.6% | +8.4% | -13.5% |
| 6M | -50.4% | -13.9% | -36.6% | -50.5% |
| YTD | -11.8% | +74.3% | -86.1% | -31.6% |
| 1Y | +36.0% | +35.8% | +0.2% | +14.4% |
| 3Y | +1,321.0% | +268.6% | +1,052.4% | +769.4% |
| All | +1,321.0% | +265.0% | +1,056.0% | +769.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling