+557.5%
RKLB vs ARMK
+120.0%
+437.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.3% |
| 7D | +39.3% | +7.1% | +32.2% | +33.4% |
| 30D | -0.2% | -1.6% | +1.4% | +1.6% |
| 3M | -21.1% | -10.5% | -10.5% | -14.5% |
| 6M | -45.5% | +11.8% | -57.3% | -49.5% |
| YTD | -8.2% | +47.3% | -55.4% | -29.6% |
| 1Y | +28.2% | +41.5% | -13.3% | +0.9% |
| 3Y | +1,366.1% | +95.3% | +1,270.8% | +816.4% |
| 5Y | +345.9% | +108.1% | +237.7% | +161.1% |
| All | +557.5% | +120.0% | +437.5% | +284.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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