+547.3%
RKLB vs AZN
+64.6%
+482.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.9% | -2.3% | -3.7% |
| 7D | 0.0% | -2.9% | +2.9% | +0.8% |
| 30D | -21.2% | -3.1% | -18.1% | -20.6% |
| 3M | -41.7% | -14.4% | -27.3% | -39.3% |
| 6M | -11.8% | -19.5% | +7.7% | -6.2% |
| YTD | -9.6% | -13.8% | +4.2% | -6.1% |
| 1Y | +34.1% | -2.4% | +36.5% | +33.7% |
| 3Y | +917.3% | +21.3% | +896.0% | +826.3% |
| 5Y | +204.4% | +53.6% | +150.7% | +165.9% |
| All | +547.3% | +64.6% | +482.7% | +437.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling