+1,364.2%
RKLB vs AS
+142.2%
+1,221.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +3.1% | +7.8% | +9.6% |
| 7D | +13.0% | +5.8% | +7.2% | +10.6% |
| 30D | -13.7% | +15.4% | -29.1% | -19.0% |
| 3M | -28.9% | -11.9% | -17.0% | -25.5% |
| 6M | -44.2% | -9.9% | -34.3% | -42.4% |
| YTD | -15.6% | -13.1% | -2.5% | -12.3% |
| 1Y | +14.0% | +9.9% | +4.1% | +6.7% |
| All | +1,364.2% | +142.2% | +1,221.9% | +1,034.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling