+546.0%
RKLB vs EEM
+56.1%
+489.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | -0.3% |
| 7D | -2.0% | -1.3% | -0.8% | -0.2% |
| 30D | -22.4% | +2.1% | -24.5% | -24.9% |
| 3M | -45.2% | +1.0% | -46.2% | -45.9% |
| 6M | -12.5% | +15.9% | -28.4% | -28.5% |
| YTD | -9.8% | +24.6% | -34.4% | -33.7% |
| 1Y | +30.0% | +32.3% | -2.3% | -11.4% |
| 3Y | +942.2% | +85.9% | +856.3% | +350.3% |
| 5Y | +236.8% | +45.4% | +191.4% | +94.8% |
| All | +546.0% | +56.1% | +489.9% | +287.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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