+531.5%
RKLB vs AVTR
-40.2%
+571.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.8% |
| 7D | +15.9% | +0.5% | +15.5% | +15.8% |
| 30D | +4.0% | -1.0% | +5.0% | +4.5% |
| 3M | -23.2% | +12.2% | -35.4% | -25.9% |
| 6M | -50.4% | +97.5% | -147.9% | -61.5% |
| YTD | -11.8% | +35.6% | -47.4% | -22.4% |
| 1Y | +36.0% | +32.8% | +3.2% | +20.2% |
| 3Y | +1,321.0% | -16.5% | +1,337.5% | +1,256.3% |
| 5Y | +328.2% | -59.1% | +387.3% | +463.2% |
| All | +531.5% | -40.2% | +571.7% | +626.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 10y: compounded portfolio wealth divided by compounded AVTR 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…
10y analysis · Full analysis span regression · 6 months rolling