+557.5%
RKLB vs ARWR
-28.0%
+585.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.5% | +1.3% | -1.7% |
| 7D | +39.3% | -17.9% | +57.3% | +46.8% |
| 30D | -0.2% | -18.9% | +18.7% | +5.8% |
| 3M | -21.1% | -46.0% | +24.9% | -5.3% |
| 6M | -45.5% | -40.3% | -5.2% | -36.9% |
| YTD | -8.2% | -29.0% | +20.8% | -0.4% |
| 1Y | +28.2% | +13.8% | +14.4% | +18.6% |
| 3Y | +1,366.1% | +74.9% | +1,291.2% | +926.8% |
| 5Y | +345.9% | -36.2% | +382.1% | +276.4% |
| All | +557.5% | -28.0% | +585.5% | +454.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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