+172.9%
EWY vs RKLB
+545.6%
-372.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.6% | +1.7% | +3.0% |
| 7D | -0.1% | -2.0% | +2.0% | +0.2% |
| 30D | +7.3% | -22.4% | +29.8% | +10.9% |
| 3M | -5.1% | -45.2% | +40.0% | +1.7% |
| 6M | +42.1% | -12.5% | +54.6% | +42.8% |
| YTD | +94.1% | -9.8% | +103.9% | +93.8% |
| 1Y | +147.8% | +30.0% | +117.8% | +136.2% |
| 3Y | +222.9% | +942.2% | -719.3% | +134.4% |
| 5Y | +150.6% | +236.8% | -86.2% | +83.1% |
| All | +172.9% | +545.6% | -372.8% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RKLB.
Daily Out/Under-Performance
Portfolio return minus RKLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKLB 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 10y: compounded portfolio wealth divided by compounded RKLB 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…
10y analysis · Full analysis span regression · 6 months rolling