+944.2%
RKLB vs AWK
+9.9%
+934.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.2% | -4.3% |
| 7D | 0.0% | +0.6% | -0.6% | 0.0% |
| 30D | -21.2% | +4.3% | -25.5% | -20.7% |
| 3M | -41.7% | +12.5% | -54.3% | -40.8% |
| 6M | -11.8% | +3.3% | -15.1% | -10.2% |
| YTD | -9.6% | +9.8% | -19.4% | -8.1% |
| 1Y | +34.1% | +2.9% | +31.2% | +37.1% |
| All | +944.2% | +9.9% | +934.4% | +824.3% |
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