+204.4%
RKLB vs EIX
+24.3%
+180.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.2% | -1.1% | -3.2% |
| 7D | 0.0% | +4.1% | -4.1% | -1.3% |
| 30D | -21.2% | -15.3% | -5.9% | -18.3% |
| 3M | -41.7% | -18.4% | -23.3% | -39.3% |
| 6M | -11.8% | -16.8% | +5.1% | -9.1% |
| YTD | -9.6% | -0.6% | -9.0% | -14.6% |
| 1Y | +34.1% | +10.7% | +23.5% | +20.0% |
| 3Y | +917.3% | -4.5% | +921.7% | +876.8% |
| 5Y | +204.4% | +24.0% | +180.4% | +211.4% |
| All | +204.4% | +24.3% | +180.1% | +211.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling