+336.5%
RKLB vs EAT
+326.5%
+10.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.4% | +5.9% | +3.9% |
| 7D | +5.3% | -4.9% | +10.2% | +7.4% |
| 30D | -20.5% | -1.2% | -19.3% | -20.6% |
| 3M | -42.0% | +52.2% | -94.3% | -52.4% |
| 6M | -6.0% | +65.0% | -71.1% | -27.3% |
| YTD | -5.6% | +55.0% | -60.6% | -25.0% |
| 1Y | +38.0% | +42.1% | -4.1% | +12.9% |
| 3Y | +962.4% | +614.7% | +347.7% | +293.6% |
| 5Y | +336.5% | +322.7% | +13.8% | +58.3% |
| All | +336.5% | +326.5% | +10.0% | +58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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