+34.2%
RKLB vs AWK
+2.5%
+31.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -2.0% |
| 7D | -2.9% | -0.7% | -2.2% | -3.4% |
| 30D | -22.6% | +2.8% | -25.3% | -21.0% |
| 3M | -41.0% | +11.3% | -52.3% | -36.2% |
| 6M | -10.1% | +6.7% | -16.8% | -3.6% |
| YTD | -11.2% | +9.4% | -20.6% | -2.9% |
| 1Y | +34.2% | +3.7% | +30.5% | +50.7% |
| All | +34.2% | +2.5% | +31.7% | +50.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AWK.
Daily Out/Under-Performance
Portfolio return minus AWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AWK 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 1y: compounded portfolio wealth divided by compounded AWK 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…
1y analysis · Full analysis span regression · 6 months rolling