+255.2%
RKLB vs AVAV
+18.1%
+237.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +10.5% | +4.9% | +10.6% |
| 7D | -3.0% | -10.6% | +7.6% | +2.5% |
| 30D | -26.2% | -18.8% | -7.4% | -18.5% |
| 3M | -29.9% | -34.1% | +4.2% | -15.3% |
| 6M | -37.3% | -35.3% | -2.0% | -24.4% |
| YTD | -23.9% | -53.4% | +29.5% | +4.3% |
| 1Y | +7.0% | -65.6% | +72.6% | +65.1% |
| 3Y | +1,120.0% | -5.1% | +1,125.1% | +1,117.9% |
| All | +255.2% | +18.1% | +237.1% | +155.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling