+336.5%
RKLB vs ARMK
+148.1%
+188.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.4% | +1.1% | +1.5% |
| 7D | +5.3% | +1.7% | +3.6% | +4.0% |
| 30D | -20.5% | +3.1% | -23.6% | -22.6% |
| 3M | -42.0% | +9.2% | -51.3% | -46.1% |
| 6M | -6.0% | +43.7% | -49.7% | -29.0% |
| YTD | -5.6% | +57.4% | -62.9% | -33.8% |
| 1Y | +38.0% | +51.9% | -13.9% | -0.6% |
| 3Y | +962.4% | +125.4% | +837.0% | +446.0% |
| 5Y | +336.5% | +149.1% | +187.4% | +131.8% |
| All | +336.5% | +148.1% | +188.4% | +131.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling