-11.8%
RKLB vs AZO
-20.9%
+9.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.4% | -2.9% | -4.7% |
| 7D | 0.0% | -0.8% | +0.8% | -0.3% |
| 30D | -21.2% | -5.1% | -16.1% | -22.4% |
| 3M | -41.7% | -7.2% | -34.5% | -42.0% |
| 6M | -11.8% | -20.7% | +9.0% | -5.4% |
| All | -11.8% | -20.9% | +9.1% | -5.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling