+1,335.0%
RKLB vs AWK
+29.4%
+1,305.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.8% | +5.8% | +6.8% |
| 7D | +15.2% | +2.7% | +12.5% | +16.4% |
| 30D | -8.1% | +16.7% | -24.7% | -3.3% |
| 3M | -21.7% | +11.7% | -33.4% | -18.4% |
| 6M | -40.5% | +21.9% | -62.4% | -36.6% |
| YTD | -10.1% | +17.6% | -27.7% | -4.3% |
| 1Y | +20.8% | +19.8% | +1.0% | +28.6% |
| 3Y | +1,335.0% | +31.0% | +1,304.0% | +1,312.7% |
| All | +1,335.0% | +29.4% | +1,305.6% | +1,312.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling