+576.0%
RKLB vs EFA
+82.1%
+493.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +3.5% |
| 7D | +5.3% | +1.2% | +4.1% | +3.0% |
| 30D | -20.5% | -0.7% | -19.7% | -19.4% |
| 3M | -42.0% | +6.4% | -48.4% | -47.6% |
| 6M | -6.0% | +11.4% | -17.4% | -19.5% |
| YTD | -5.6% | +14.0% | -19.6% | -22.1% |
| 1Y | +38.0% | +20.2% | +17.8% | +5.2% |
| 3Y | +962.4% | +68.2% | +894.2% | +376.5% |
| 5Y | +336.5% | +54.8% | +281.7% | +117.5% |
| All | +576.0% | +82.1% | +493.9% | +193.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling