+576.0%
RKLB vs EFX
+3.4%
+572.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.1% | +5.6% | +4.1% |
| 7D | +5.3% | -7.8% | +13.2% | +9.5% |
| 30D | -20.5% | -5.7% | -14.8% | -18.7% |
| 3M | -42.0% | +2.5% | -44.6% | -45.2% |
| 6M | -6.0% | -16.7% | +10.6% | -0.2% |
| YTD | -5.6% | -20.2% | +14.6% | +0.5% |
| 1Y | +38.0% | -31.4% | +69.4% | +61.7% |
| 3Y | +962.4% | -10.5% | +972.9% | +860.3% |
| 5Y | +336.5% | -35.2% | +371.7% | +357.5% |
| All | +576.0% | +3.4% | +572.6% | +470.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling