+546.0%
RKLB vs EFX
+1.8%
+544.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.3% |
| 7D | -2.0% | -4.5% | +2.5% | +0.3% |
| 30D | -22.4% | -6.1% | -16.4% | -20.6% |
| 3M | -45.2% | +6.2% | -51.4% | -49.1% |
| 6M | -12.5% | -11.2% | -1.3% | -10.7% |
| YTD | -9.8% | -21.4% | +11.6% | -3.1% |
| 1Y | +30.0% | -34.3% | +64.3% | +56.7% |
| 3Y | +942.2% | -12.5% | +954.7% | +855.6% |
| 5Y | +236.8% | -35.6% | +272.4% | +254.8% |
| All | +546.0% | +1.8% | +544.2% | +449.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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