+296.6%
RKLB vs ARWR
-40.7%
+337.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -15.3% | +26.2% | +16.1% |
| 7D | +13.0% | -17.3% | +30.4% | +19.6% |
| 30D | -13.7% | -21.5% | +7.8% | -7.0% |
| 3M | -28.9% | -43.8% | +14.9% | -14.6% |
| 6M | -44.2% | -32.3% | -11.9% | -37.3% |
| YTD | -15.6% | -25.8% | +10.2% | -9.4% |
| 1Y | +14.0% | +25.5% | -11.5% | +0.7% |
| 3Y | +1,275.2% | +84.1% | +1,191.1% | +797.1% |
| 5Y | +296.6% | -39.2% | +335.9% | +229.0% |
| All | +296.6% | -40.7% | +337.3% | +229.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling