+1,220.1%
RKLB vs AS
+134.9%
+1,085.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.5% | +14.9% | +15.2% |
| 7D | -3.0% | +6.9% | -10.0% | -5.8% |
| 30D | -26.2% | +16.0% | -42.2% | -31.0% |
| 3M | -29.9% | -12.8% | -17.0% | -26.2% |
| 6M | -37.3% | -15.4% | -21.9% | -33.7% |
| YTD | -23.9% | -15.7% | -8.2% | -20.0% |
| 1Y | +7.0% | +6.1% | +0.9% | +1.5% |
| All | +1,220.1% | +134.9% | +1,085.3% | +935.2% |
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