+546.0%
RKLB vs ELV
+46.2%
+499.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.5% | -5.7% | -1.3% |
| 7D | -2.0% | +2.8% | -4.8% | -2.6% |
| 30D | -22.4% | +4.9% | -27.4% | -23.3% |
| 3M | -45.2% | +4.9% | -50.1% | -45.8% |
| 6M | -12.5% | +45.1% | -57.6% | -19.4% |
| YTD | -9.8% | +20.7% | -30.4% | -14.6% |
| 1Y | +30.0% | +35.0% | -5.0% | +20.3% |
| 3Y | +942.2% | -2.4% | +944.6% | +914.9% |
| 5Y | +236.8% | +25.5% | +211.4% | +212.3% |
| All | +546.0% | +46.2% | +499.8% | +457.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 ELV 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