+336.5%
RKLB vs ED
+71.7%
+264.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | +2.7% |
| 7D | +5.3% | +0.5% | +4.8% | +5.4% |
| 30D | -20.5% | +1.1% | -21.6% | -20.3% |
| 3M | -42.0% | +4.6% | -46.7% | -41.5% |
| 6M | -6.0% | -2.0% | -4.1% | -6.0% |
| YTD | -5.6% | +11.7% | -17.3% | -3.7% |
| 1Y | +38.0% | +15.7% | +22.3% | +41.4% |
| 3Y | +962.4% | +34.4% | +928.1% | +949.5% |
| 5Y | +336.5% | +67.3% | +269.2% | +414.8% |
| All | +336.5% | +71.7% | +264.8% | +414.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling