+329.8%
RKLB vs AWK
-1.3%
+331.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.8% | +5.8% | +6.4% |
| 7D | +15.2% | +2.7% | +12.5% | +14.6% |
| 30D | -8.1% | +16.7% | -24.7% | -10.7% |
| 3M | -21.7% | +11.7% | -33.4% | -23.4% |
| 6M | -40.5% | +21.9% | -62.4% | -43.4% |
| YTD | -10.1% | +17.6% | -27.7% | -14.1% |
| 1Y | +20.8% | +19.8% | +1.0% | +14.1% |
| 3Y | +1,335.0% | +31.0% | +1,304.0% | +1,084.9% |
| 5Y | +329.8% | -3.0% | +332.8% | +309.6% |
| All | +329.8% | -1.3% | +331.1% | +309.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling