+142.7%
EWY vs RKLB
+205.5%
-62.8%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.8% | -2.4% | -3.9% |
| 7D | +1.2% | -2.9% | +4.1% | +1.7% |
| 30D | +9.3% | -22.6% | +31.9% | +13.4% |
| 3M | +2.4% | -41.0% | +43.4% | +9.7% |
| 6M | +40.3% | -10.1% | +50.4% | +40.6% |
| YTD | +88.0% | -11.2% | +99.2% | +87.9% |
| 1Y | +143.8% | +34.2% | +109.6% | +130.0% |
| 3Y | +217.8% | +899.4% | -681.6% | +119.7% |
| 5Y | +142.7% | +231.5% | -88.8% | +66.6% |
| All | +142.7% | +205.5% | -62.8% | +66.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling