+559.5%
RKLB vs EIX
+14.4%
+545.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.4% |
| 7D | -0.2% | -19.1% | +18.9% | +5.4% |
| 30D | -14.1% | -16.9% | +2.8% | -10.5% |
| 3M | -46.4% | -20.0% | -26.4% | -44.0% |
| 6M | -10.6% | -21.3% | +10.7% | -5.9% |
| YTD | -7.9% | -1.7% | -6.2% | -12.3% |
| 1Y | +49.5% | +9.6% | +39.9% | +35.0% |
| 3Y | +913.6% | -3.7% | +917.2% | +871.9% |
| 5Y | +375.3% | +22.6% | +352.7% | +332.7% |
| All | +559.5% | +14.4% | +545.1% | +473.0% |
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