+559.5%
RKLB vs ARWR
+31.8%
+527.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -0.2% | +1.7% | -1.9% | -0.8% |
| 30D | -14.1% | -0.7% | -13.5% | -13.9% |
| 3M | -46.4% | +14.9% | -61.3% | -49.0% |
| 6M | -10.6% | +32.6% | -43.3% | -19.1% |
| YTD | -7.9% | +30.0% | -37.9% | -16.5% |
| 1Y | +49.5% | +208.4% | -158.9% | +1.2% |
| 3Y | +913.6% | +208.8% | +704.8% | +499.1% |
| 5Y | +375.3% | +27.8% | +347.5% | +231.2% |
| All | +559.5% | +31.8% | +527.7% | +364.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling