+576.0%
RKLB vs AVAV
+71.8%
+504.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.9% | -0.3% | +1.4% |
| 7D | +5.3% | +3.2% | +2.1% | +4.1% |
| 30D | -20.5% | -20.3% | -0.2% | -13.5% |
| 3M | -42.0% | -19.4% | -22.6% | -37.4% |
| 6M | -6.0% | -35.3% | +29.2% | +9.2% |
| YTD | -5.6% | -38.5% | +32.9% | +11.2% |
| 1Y | +38.0% | -37.2% | +75.2% | +62.2% |
| 3Y | +962.4% | +31.1% | +931.3% | +890.3% |
| 5Y | +336.5% | +41.0% | +295.5% | +258.8% |
| All | +576.0% | +71.8% | +504.2% | +465.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AVAV 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling