+546.0%
RKLB vs AZO
+156.1%
+390.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | -2.0% | -3.6% | +1.5% | -1.5% |
| 30D | -22.4% | -5.6% | -16.9% | -21.8% |
| 3M | -45.2% | -6.6% | -38.5% | -44.7% |
| 6M | -12.5% | -22.5% | +10.0% | -8.8% |
| YTD | -9.8% | -15.2% | +5.4% | -8.3% |
| 1Y | +30.0% | -33.9% | +63.9% | +40.8% |
| 3Y | +942.2% | +11.8% | +930.4% | +815.7% |
| 5Y | +236.8% | +85.5% | +151.3% | +162.2% |
| All | +546.0% | +156.1% | +390.0% | +352.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling