+546.0%
RKLB vs EFA
+80.3%
+465.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | -0.2% |
| 7D | -2.0% | -1.5% | -0.5% | +0.8% |
| 30D | -22.4% | -1.7% | -20.8% | -20.0% |
| 3M | -45.2% | +3.5% | -48.6% | -48.0% |
| 6M | -12.5% | +9.5% | -22.0% | -22.6% |
| YTD | -9.8% | +12.9% | -22.6% | -24.2% |
| 1Y | +30.0% | +18.2% | +11.8% | +2.1% |
| 3Y | +942.2% | +64.8% | +877.4% | +384.6% |
| 5Y | +236.8% | +53.9% | +182.9% | +70.3% |
| All | +546.0% | +80.3% | +465.8% | +185.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling