+578.9%
RKLB vs AWK
+7.6%
+571.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +5.5% |
| 7D | +26.3% | 0.0% | +26.3% | +26.2% |
| 30D | +0.7% | +15.5% | -14.9% | -1.8% |
| 3M | -17.3% | +10.0% | -27.3% | -18.8% |
| 6M | -43.6% | +20.4% | -64.0% | -45.9% |
| YTD | -5.2% | +17.1% | -22.2% | -8.9% |
| 1Y | +29.1% | +18.3% | +10.8% | +23.0% |
| 3Y | +1,413.7% | +30.4% | +1,383.4% | +1,196.2% |
| 5Y | +364.9% | -2.7% | +367.5% | +336.6% |
| All | +578.9% | +7.6% | +571.2% | +499.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling