+559.5%
RKLB vs ARMK
+131.8%
+427.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.3% |
| 7D | -0.2% | -2.4% | +2.2% | +1.4% |
| 30D | -14.1% | 0.0% | -14.1% | -14.5% |
| 3M | -46.4% | +6.7% | -53.1% | -49.0% |
| 6M | -10.6% | +38.8% | -49.5% | -28.8% |
| YTD | -7.9% | +55.2% | -63.1% | -32.2% |
| 1Y | +49.5% | +46.6% | +2.9% | +14.2% |
| 3Y | +913.6% | +112.9% | +800.7% | +494.2% |
| 5Y | +375.3% | +144.0% | +231.3% | +167.3% |
| All | +559.5% | +131.8% | +427.6% | +269.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling