+30.0%
RKLB vs AZN
+0.1%
+29.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.6% |
| 7D | -2.0% | -1.6% | -0.5% | -1.8% |
| 30D | -22.4% | +1.1% | -23.5% | -22.6% |
| 3M | -45.2% | -12.1% | -33.0% | -43.4% |
| 6M | -12.5% | -17.1% | +4.6% | -8.6% |
| YTD | -9.8% | -12.0% | +2.2% | -6.0% |
| 1Y | +30.0% | -0.2% | +30.2% | +38.0% |
| All | +30.0% | +0.1% | +29.9% | +38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 1y: compounded portfolio wealth divided by compounded AZN 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…
1y analysis · Full analysis span regression · 6 months rolling