+308.8%
RKLB vs AZN
+55.9%
+252.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | -2.0% | -1.6% | -0.5% | -1.6% |
| 30D | -22.4% | +1.1% | -23.5% | -22.8% |
| 3M | -45.2% | -12.1% | -33.0% | -43.2% |
| 6M | -12.5% | -17.1% | +4.6% | -7.5% |
| YTD | -9.8% | -12.0% | +2.2% | -6.7% |
| 1Y | +30.0% | -0.2% | +30.2% | +28.6% |
| 3Y | +942.2% | +26.8% | +915.4% | +824.5% |
| All | +308.8% | +55.9% | +252.9% | +284.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling