+34.1%
RKLB vs ED
+15.3%
+18.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.7% | -3.5% | -4.8% |
| 7D | 0.0% | -0.2% | +0.1% | -0.2% |
| 30D | -21.2% | +1.9% | -23.2% | -19.8% |
| 3M | -41.7% | +1.9% | -43.6% | -40.4% |
| 6M | -11.8% | -2.3% | -9.5% | -11.9% |
| YTD | -9.6% | +10.9% | -20.5% | +0.7% |
| 1Y | +34.1% | +14.5% | +19.6% | +44.1% |
| All | +34.1% | +15.3% | +18.8% | +44.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling