+546.0%
RKLB vs EL
-56.2%
+602.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.3% |
| 7D | -2.0% | -6.5% | +4.5% | +0.7% |
| 30D | -22.4% | +11.1% | -33.6% | -26.6% |
| 3M | -45.2% | +10.7% | -55.9% | -48.2% |
| 6M | -12.5% | +6.9% | -19.4% | -16.5% |
| YTD | -9.8% | -6.3% | -3.5% | -10.5% |
| 1Y | +30.0% | +13.5% | +16.5% | +18.9% |
| 3Y | +942.2% | -33.1% | +975.3% | +1,021.4% |
| 5Y | +236.8% | -68.8% | +305.6% | +458.8% |
| All | +546.0% | -56.2% | +602.2% | +884.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 EL 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