+559.5%
RKLB vs EEM
+58.1%
+501.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | -2.0% |
| 7D | -0.2% | +2.3% | -2.5% | -3.6% |
| 30D | -14.1% | +4.5% | -18.6% | -19.6% |
| 3M | -46.4% | -0.1% | -46.4% | -46.2% |
| 6M | -10.6% | +16.9% | -27.6% | -27.9% |
| YTD | -7.9% | +26.2% | -34.1% | -33.5% |
| 1Y | +49.5% | +40.5% | +9.0% | -6.4% |
| 3Y | +913.6% | +86.2% | +827.4% | +335.9% |
| 5Y | +375.3% | +45.5% | +329.8% | +172.6% |
| All | +559.5% | +58.1% | +501.4% | +288.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling