+1,321.0%
RKLB vs EFX
+4.8%
+1,316.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.7% | -4.1% |
| 7D | +15.9% | -0.8% | +16.7% | +16.1% |
| 30D | +4.0% | +25.1% | -21.1% | -1.3% |
| 3M | -23.2% | +1.7% | -24.8% | -23.7% |
| 6M | -50.4% | +18.4% | -68.8% | -54.1% |
| YTD | -11.8% | -12.5% | +0.7% | -8.4% |
| 1Y | +36.0% | -8.1% | +44.1% | +37.9% |
| 3Y | +1,321.0% | +4.8% | +1,316.2% | +1,370.1% |
| All | +1,321.0% | +4.8% | +1,316.2% | +1,370.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling