+546.0%
RKLB vs ELAN
-27.0%
+573.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ELAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.1% |
| 7D | -2.0% | -5.4% | +3.4% | -0.1% |
| 30D | -22.4% | +4.7% | -27.1% | -24.0% |
| 3M | -45.2% | -3.7% | -41.5% | -45.3% |
| 6M | -12.5% | -1.2% | -11.3% | -13.8% |
| YTD | -9.8% | +2.4% | -12.1% | -12.6% |
| 1Y | +30.0% | +23.4% | +6.6% | +16.3% |
| 3Y | +942.2% | +96.7% | +845.5% | +599.9% |
| 5Y | +236.8% | -30.6% | +267.4% | +216.8% |
| All | +546.0% | -27.0% | +573.0% | +514.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ELAN.
Daily Out/Under-Performance
Portfolio return minus ELAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELAN 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 ELAN 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