+231.5%
RKLB vs EFA
+51.0%
+180.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -0.9% | -0.2% |
| 7D | -2.9% | -2.4% | -0.5% | +1.6% |
| 30D | -22.6% | -2.2% | -20.3% | -19.1% |
| 3M | -41.0% | +5.7% | -46.7% | -46.2% |
| 6M | -10.1% | +8.2% | -18.3% | -19.2% |
| YTD | -11.2% | +11.8% | -23.0% | -24.6% |
| 1Y | +34.2% | +18.3% | +15.9% | +4.4% |
| 3Y | +899.4% | +64.9% | +834.4% | +348.0% |
| 5Y | +231.5% | +52.4% | +179.1% | +56.9% |
| All | +231.5% | +51.0% | +180.5% | +56.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling