+231.5%
RKLB vs EEM
+42.3%
+189.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | +1.6% |
| 7D | -2.9% | -0.7% | -2.2% | -1.9% |
| 30D | -22.6% | +2.4% | -25.0% | -25.5% |
| 3M | -41.0% | +4.2% | -45.2% | -44.6% |
| 6M | -10.1% | +14.8% | -24.9% | -26.6% |
| YTD | -11.2% | +23.1% | -34.3% | -35.1% |
| 1Y | +34.2% | +32.5% | +1.7% | -11.6% |
| 3Y | +899.4% | +85.9% | +813.5% | +299.7% |
| 5Y | +231.5% | +43.6% | +188.0% | +92.5% |
| All | +231.5% | +42.3% | +189.2% | +92.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling