+578.9%
RKLB vs ED
+87.2%
+491.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.1% | +5.6% | +5.5% |
| 7D | +26.3% | -0.9% | +27.2% | +26.2% |
| 30D | +0.7% | +11.2% | -10.5% | +2.8% |
| 3M | -17.3% | +11.8% | -29.1% | -15.5% |
| 6M | -43.6% | +14.1% | -57.7% | -42.2% |
| YTD | -5.2% | +23.0% | -28.1% | -2.1% |
| 1Y | +29.1% | +23.7% | +5.4% | +33.5% |
| 3Y | +1,413.7% | +47.7% | +1,366.0% | +1,404.8% |
| 5Y | +364.9% | +82.6% | +282.2% | +378.4% |
| All | +578.9% | +87.2% | +491.7% | +507.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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