+30.0%
RKLB vs ELV
+35.4%
-5.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.5% | -5.7% | -1.5% |
| 7D | -2.0% | +2.8% | -4.8% | -2.7% |
| 30D | -22.4% | +4.9% | -27.4% | -23.4% |
| 3M | -45.2% | +4.9% | -50.1% | -45.9% |
| 6M | -12.5% | +45.1% | -57.6% | -21.7% |
| YTD | -9.8% | +20.7% | -30.4% | -20.2% |
| 1Y | +30.0% | +35.0% | -5.0% | +11.6% |
| All | +30.0% | +35.4% | -5.4% | +11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling