+576.0%
RKLB vs EFV
+127.3%
+448.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +3.6% |
| 7D | +5.3% | +1.0% | +4.3% | +3.7% |
| 30D | -20.5% | +0.2% | -20.6% | -20.8% |
| 3M | -42.0% | +9.6% | -51.7% | -49.6% |
| 6M | -6.0% | +14.0% | -20.1% | -21.0% |
| YTD | -5.6% | +18.5% | -24.0% | -24.8% |
| 1Y | +38.0% | +27.9% | +10.1% | -0.9% |
| 3Y | +962.4% | +92.4% | +870.0% | +341.8% |
| 5Y | +336.5% | +97.2% | +239.3% | +71.1% |
| All | +576.0% | +127.3% | +448.8% | +145.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling