+1,430.6%
RKLB vs AS
+123.4%
+1,307.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.1% | -3.6% |
| 7D | +15.9% | -4.9% | +20.8% | +18.3% |
| 30D | +4.0% | +3.9% | +0.1% | +1.8% |
| 3M | -23.2% | -9.6% | -13.6% | -20.5% |
| 6M | -50.4% | -8.7% | -41.8% | -49.1% |
| YTD | -11.8% | -19.8% | +8.0% | -5.4% |
| 1Y | +36.0% | -1.5% | +37.5% | +33.1% |
| All | +1,430.6% | +123.4% | +1,307.2% | +1,124.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling