+204.4%
RKLB vs ATI
+1,086.3%
-881.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -4.0% |
| 7D | 0.0% | +2.4% | -2.5% | -1.4% |
| 30D | -21.2% | -9.5% | -11.7% | -16.6% |
| 3M | -41.7% | +10.4% | -52.1% | -44.7% |
| 6M | -11.8% | +31.8% | -43.6% | -25.0% |
| YTD | -9.6% | +80.0% | -89.6% | -35.6% |
| 1Y | +34.1% | +175.8% | -141.7% | -24.1% |
| 3Y | +917.3% | +364.2% | +553.0% | +333.5% |
| 5Y | +204.4% | +1,076.9% | -872.5% | +2.2% |
| All | +204.4% | +1,086.3% | -881.9% | +2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling