+345.9%
RKLB vs AVTR
-59.7%
+405.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.9% |
| 7D | +39.3% | +3.2% | +36.1% | +38.1% |
| 30D | -0.2% | +0.5% | -0.7% | -0.2% |
| 3M | -21.1% | +12.1% | -33.2% | -24.0% |
| 6M | -45.5% | +91.2% | -136.7% | -57.5% |
| YTD | -8.2% | +36.3% | -44.5% | -19.7% |
| 1Y | +28.2% | +35.2% | -7.0% | +12.1% |
| 3Y | +1,366.1% | -15.8% | +1,382.0% | +1,281.1% |
| 5Y | +345.9% | -58.9% | +404.8% | +554.2% |
| All | +345.9% | -59.7% | +405.5% | +554.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling