+204.4%
RKLB vs AWK
-16.7%
+221.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.2% | -4.2% |
| 7D | 0.0% | +0.6% | -0.6% | -0.2% |
| 30D | -21.2% | +4.3% | -25.5% | -21.9% |
| 3M | -41.7% | +12.5% | -54.3% | -43.4% |
| 6M | -11.8% | +3.3% | -15.1% | -12.6% |
| YTD | -9.6% | +9.8% | -19.4% | -12.2% |
| 1Y | +34.1% | +2.9% | +31.2% | +32.7% |
| 3Y | +917.3% | +9.6% | +907.6% | +824.1% |
| 5Y | +204.4% | -16.7% | +221.0% | +150.5% |
| All | +204.4% | -16.7% | +221.1% | +150.5% |
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