-7.4%
RKLB vs AUR
-17.4%
+10.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.4% | +0.7% | -1.2% |
| 7D | -10.6% | -19.8% | +9.2% | +0.5% |
| 30D | -28.3% | -29.0% | +0.8% | -13.6% |
| 3M | -29.7% | -43.6% | +13.9% | -4.2% |
| 6M | -34.8% | -36.6% | +1.9% | -20.4% |
| YTD | -24.9% | +6.3% | -31.2% | -42.7% |
| 1Y | -7.4% | -9.0% | +1.6% | -17.9% |
| All | -7.4% | -17.4% | +10.0% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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