+944.2%
RKLB vs AVTR
-26.6%
+970.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.4% | -1.8% | -3.7% |
| 7D | 0.0% | +1.6% | -1.6% | -0.4% |
| 30D | -21.2% | +8.4% | -29.6% | -22.6% |
| 3M | -41.7% | +50.2% | -91.9% | -47.7% |
| 6M | -11.8% | +82.6% | -94.3% | -25.0% |
| YTD | -9.6% | +29.8% | -39.4% | -17.0% |
| 1Y | +34.1% | +16.0% | +18.1% | +22.9% |
| All | +944.2% | -26.6% | +970.8% | +882.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling