-7.4%
RKLB vs EFA
+16.9%
-24.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.6% | -6.3% | -10.4% |
| 7D | -10.6% | +2.0% | -12.6% | -15.4% |
| 30D | -28.3% | +1.6% | -29.9% | -31.4% |
| 3M | -29.7% | -1.5% | -28.2% | -26.6% |
| 6M | -34.8% | +6.6% | -41.4% | -42.7% |
| YTD | -24.9% | +11.8% | -36.8% | -47.0% |
| 1Y | -7.4% | +16.9% | -24.3% | -43.0% |
| All | -7.4% | +16.9% | -24.3% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 1y: compounded portfolio wealth divided by compounded EFA 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…
1y analysis · Full analysis span regression · 6 months rolling