+559.5%
RKLB vs EL
-53.1%
+612.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.0% | -2.3% | -0.5% |
| 7D | -0.2% | +0.8% | -1.0% | -0.5% |
| 30D | -14.1% | +19.8% | -34.0% | -21.1% |
| 3M | -46.4% | +25.7% | -72.1% | -52.1% |
| 6M | -10.6% | +5.4% | -16.1% | -14.3% |
| YTD | -7.9% | +0.2% | -8.1% | -11.1% |
| 1Y | +49.5% | +20.4% | +29.0% | +33.5% |
| 3Y | +913.6% | -32.1% | +945.7% | +998.1% |
| 5Y | +375.3% | -67.2% | +442.5% | +671.4% |
| All | +559.5% | -53.1% | +612.6% | +878.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling