+962.4%
RKLB vs ED
+35.1%
+927.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | +2.9% |
| 7D | +5.3% | +0.5% | +4.8% | +5.6% |
| 30D | -20.5% | +1.1% | -21.6% | -20.0% |
| 3M | -42.0% | +4.6% | -46.7% | -40.7% |
| 6M | -6.0% | -2.0% | -4.1% | -6.0% |
| YTD | -5.6% | +11.7% | -17.3% | -0.9% |
| 1Y | +38.0% | +15.7% | +22.3% | +46.9% |
| 3Y | +962.4% | +34.4% | +928.1% | +920.9% |
| All | +962.4% | +35.1% | +927.3% | +920.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling