+237.5%
RKLB vs ELV
+13.8%
+223.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -3.0% | -4.0% |
| 7D | 0.0% | -2.2% | +2.2% | +0.4% |
| 30D | -21.2% | -0.2% | -21.0% | -21.2% |
| 3M | -41.7% | -6.1% | -35.6% | -41.1% |
| 6M | -11.8% | +42.8% | -54.6% | -18.1% |
| YTD | -9.6% | +14.4% | -24.0% | -13.4% |
| 1Y | +34.1% | +28.6% | +5.5% | +25.8% |
| 3Y | +917.3% | -7.4% | +924.7% | +901.0% |
| All | +237.5% | +13.8% | +223.7% | +275.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling