+49.5%
RKLB vs AU
+100.5%
-51.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +3.0% | +2.0% |
| 7D | -0.2% | -3.6% | +3.4% | +1.8% |
| 30D | -14.1% | +23.9% | -38.0% | -25.1% |
| 3M | -46.4% | +19.1% | -65.5% | -52.4% |
| 6M | -10.6% | -0.2% | -10.5% | -14.8% |
| YTD | -7.9% | +32.5% | -40.3% | -23.7% |
| 1Y | +49.5% | +96.9% | -47.5% | -13.7% |
| All | +49.5% | +100.5% | -51.0% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 1y: compounded portfolio wealth divided by compounded AU 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…
1y analysis · Full analysis span regression · 6 months rolling