+557.5%
RKLB vs EIX
+22.9%
+534.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.3% | -3.2% |
| 7D | +39.3% | -1.5% | +40.8% | +39.8% |
| 30D | -0.2% | +8.1% | -8.4% | -2.8% |
| 3M | -21.1% | -12.1% | -8.9% | -19.2% |
| 6M | -45.5% | -13.4% | -32.1% | -44.6% |
| YTD | -8.2% | +5.6% | -13.7% | -14.6% |
| 1Y | +28.2% | +7.8% | +20.4% | +18.0% |
| 3Y | +1,366.1% | +9.8% | +1,356.3% | +1,240.7% |
| 5Y | +345.9% | +18.8% | +327.0% | +297.6% |
| All | +557.5% | +22.9% | +534.7% | +457.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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