+559.5%
RKLB vs ED
+68.5%
+491.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +0.5% |
| 7D | -0.2% | -0.2% | 0.0% | -0.2% |
| 30D | -14.1% | -0.1% | -14.0% | -14.1% |
| 3M | -46.4% | +3.9% | -50.4% | -46.1% |
| 6M | -10.6% | -3.0% | -7.6% | -10.7% |
| YTD | -7.9% | +10.7% | -18.6% | -6.8% |
| 1Y | +49.5% | +13.3% | +36.1% | +51.5% |
| 3Y | +913.6% | +34.5% | +879.1% | +885.6% |
| 5Y | +375.3% | +67.1% | +308.2% | +382.6% |
| All | +559.5% | +68.5% | +491.0% | +478.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling