+543.6%
RKLB vs ARMK
+121.4%
+422.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.9% | +7.5% | +7.2% |
| 7D | +15.2% | -0.7% | +15.9% | +16.5% |
| 30D | -8.1% | -1.3% | -6.8% | -6.6% |
| 3M | -21.7% | -2.5% | -19.2% | -20.2% |
| 6M | -40.5% | +20.8% | -61.3% | -48.0% |
| YTD | -10.1% | +48.2% | -58.3% | -31.4% |
| 1Y | +20.8% | +45.7% | -24.9% | -6.8% |
| 3Y | +1,335.0% | +96.6% | +1,238.5% | +793.4% |
| 5Y | +329.8% | +106.6% | +223.2% | +150.8% |
| All | +543.6% | +121.4% | +422.2% | +274.4% |
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