+925.8%
RKLB vs AU
+574.0%
+351.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.3% | +2.5% | -0.5% |
| 7D | -2.9% | -7.0% | +4.1% | -0.9% |
| 30D | -22.6% | +7.3% | -29.8% | -24.6% |
| 3M | -41.0% | +33.2% | -74.2% | -45.9% |
| 6M | -10.1% | -0.6% | -9.5% | -11.7% |
| YTD | -11.2% | +26.2% | -37.3% | -16.0% |
| 1Y | +34.2% | +68.3% | -34.1% | +23.0% |
| All | +925.8% | +574.0% | +351.8% | +712.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling