+231.5%
RKLB vs EFV
+94.1%
+137.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.3% |
| 7D | -2.9% | -2.0% | -0.9% | +0.4% |
| 30D | -22.6% | -0.2% | -22.4% | -22.4% |
| 3M | -41.0% | +9.1% | -50.2% | -48.7% |
| 6M | -10.1% | +11.7% | -21.8% | -22.6% |
| YTD | -11.2% | +17.0% | -28.2% | -28.9% |
| 1Y | +34.2% | +26.7% | +7.5% | -4.1% |
| 3Y | +899.4% | +90.2% | +809.2% | +297.2% |
| 5Y | +231.5% | +96.1% | +135.4% | +19.6% |
| All | +231.5% | +94.1% | +137.4% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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