+559.5%
RKLB vs AVAV
+67.1%
+492.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +1.4% |
| 7D | -0.2% | -2.2% | +2.0% | +0.6% |
| 30D | -14.1% | -13.9% | -0.2% | -9.2% |
| 3M | -46.4% | -29.2% | -17.2% | -39.3% |
| 6M | -10.6% | -36.1% | +25.5% | +4.4% |
| YTD | -7.9% | -40.2% | +32.3% | +9.7% |
| 1Y | +49.5% | -36.2% | +85.7% | +75.3% |
| 3Y | +913.6% | +47.5% | +866.0% | +815.9% |
| 5Y | +375.3% | +39.3% | +336.0% | +294.0% |
| All | +559.5% | +67.1% | +492.4% | +457.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling