+36.0%
RKLB vs AWK
+19.4%
+16.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.4% | -5.3% | -2.5% |
| 7D | +15.9% | +0.1% | +15.8% | +16.2% |
| 30D | +4.0% | +14.3% | -10.3% | +19.1% |
| 3M | -23.2% | +10.3% | -33.5% | -14.3% |
| 6M | -50.4% | +18.9% | -69.4% | -39.5% |
| YTD | -11.8% | +17.7% | -29.5% | +10.1% |
| 1Y | +36.0% | +16.9% | +19.1% | +67.1% |
| All | +36.0% | +19.4% | +16.5% | +67.1% |
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