+345.9%
RKLB vs EIX
+17.2%
+328.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.3% | -3.2% |
| 7D | +39.3% | -1.5% | +40.8% | +39.9% |
| 30D | -0.2% | +8.1% | -8.4% | -3.0% |
| 3M | -21.1% | -12.1% | -8.9% | -19.1% |
| 6M | -45.5% | -13.4% | -32.1% | -44.6% |
| YTD | -8.2% | +5.6% | -13.7% | -15.6% |
| 1Y | +28.2% | +7.8% | +20.4% | +16.5% |
| 3Y | +1,366.1% | +9.8% | +1,356.3% | +1,213.4% |
| 5Y | +345.9% | +18.8% | +327.0% | +324.3% |
| All | +345.9% | +17.2% | +328.6% | +324.3% |
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