-7.4%
RKLB vs AS
+3.3%
-10.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.1% | -8.9% | -5.5% |
| 7D | -10.6% | +13.8% | -24.4% | -14.8% |
| 30D | -28.3% | +16.7% | -45.0% | -32.6% |
| 3M | -29.7% | -11.5% | -18.2% | -25.8% |
| 6M | -34.8% | -5.5% | -29.3% | -34.0% |
| YTD | -24.9% | -14.2% | -10.7% | -22.8% |
| 1Y | -7.4% | +2.1% | -9.5% | -17.3% |
| All | -7.4% | +3.3% | -10.7% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 1y: compounded portfolio wealth divided by compounded AS 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…
1y analysis · Full analysis span regression · 6 months rolling