+531.5%
RKLB vs ATI
+1,128.8%
-597.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.7% | -0.2% | -2.1% |
| 7D | +15.9% | +4.2% | +11.8% | +13.7% |
| 30D | +4.0% | -2.5% | +6.5% | +5.5% |
| 3M | -23.2% | -19.4% | -3.8% | -14.7% |
| 6M | -50.4% | +11.1% | -61.5% | -53.2% |
| YTD | -11.8% | +59.5% | -71.3% | -30.6% |
| 1Y | +36.0% | +85.8% | -49.8% | +0.2% |
| 3Y | +1,321.0% | +311.9% | +1,009.1% | +622.0% |
| 5Y | +328.2% | +963.2% | -635.1% | +76.6% |
| All | +531.5% | +1,128.8% | -597.3% | +164.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling