+942.2%
RKLB vs AZO
+10.0%
+932.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | -2.0% | -3.6% | +1.5% | -2.3% |
| 30D | -22.4% | -5.6% | -16.9% | -22.7% |
| 3M | -45.2% | -6.6% | -38.5% | -45.2% |
| 6M | -12.5% | -22.5% | +10.0% | -12.7% |
| YTD | -9.8% | -15.2% | +5.4% | -10.1% |
| 1Y | +30.0% | -33.9% | +63.9% | +33.6% |
| 3Y | +942.2% | +11.8% | +930.4% | +760.5% |
| All | +942.2% | +10.0% | +932.2% | +760.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 3y: compounded portfolio wealth divided by compounded AZO 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…
3y analysis · Full analysis span regression · 6 months rolling