+557.5%
RKLB vs ATI
+1,176.2%
-618.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.4% | -4.5% | -3.9% |
| 7D | +39.3% | +13.0% | +26.4% | +31.4% |
| 30D | -0.2% | +0.2% | -0.4% | -0.2% |
| 3M | -21.1% | -17.5% | -3.6% | -13.4% |
| 6M | -45.5% | +18.1% | -63.6% | -50.1% |
| YTD | -8.2% | +65.7% | -73.9% | -29.2% |
| 1Y | +28.2% | +91.9% | -63.7% | -7.1% |
| 3Y | +1,366.1% | +335.2% | +1,030.9% | +626.0% |
| 5Y | +345.9% | +1,004.3% | -658.4% | +80.3% |
| All | +557.5% | +1,176.2% | -618.7% | +169.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 10y: compounded portfolio wealth divided by compounded ATI 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…
10y analysis · Full analysis span regression · 6 months rolling