+531.5%
RKLB vs EIX
+23.3%
+508.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -4.1% |
| 7D | +15.9% | +1.4% | +14.6% | +15.5% |
| 30D | +4.0% | +8.5% | -4.6% | +1.2% |
| 3M | -23.2% | -13.5% | -9.7% | -20.9% |
| 6M | -50.4% | -12.4% | -38.1% | -49.8% |
| YTD | -11.8% | +5.9% | -17.7% | -18.1% |
| 1Y | +36.0% | +7.6% | +28.4% | +25.3% |
| 3Y | +1,321.0% | +12.8% | +1,308.2% | +1,186.1% |
| 5Y | +328.2% | +19.2% | +309.0% | +281.5% |
| All | +531.5% | +23.3% | +508.2% | +434.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling