+345.9%
RKLB vs EL
-65.5%
+411.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.5% | -2.5% |
| 7D | +39.3% | +2.7% | +36.7% | +38.1% |
| 30D | -0.2% | +10.8% | -11.0% | -4.6% |
| 3M | -21.1% | +26.5% | -47.5% | -29.6% |
| 6M | -45.5% | +31.1% | -76.6% | -52.3% |
| YTD | -8.2% | +6.6% | -14.8% | -14.1% |
| 1Y | +28.2% | +21.8% | +6.4% | +13.4% |
| 3Y | +1,366.1% | +1.8% | +1,364.4% | +1,157.0% |
| 5Y | +345.9% | -65.6% | +411.4% | +708.5% |
| All | +345.9% | -65.5% | +411.4% | +708.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling