+559.5%
RKLB vs ELV
+42.3%
+517.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.8% | +2.5% | +1.1% |
| 7D | -0.2% | +3.3% | -3.5% | -0.9% |
| 30D | -14.1% | +4.2% | -18.3% | -14.9% |
| 3M | -46.4% | -0.1% | -46.4% | -46.6% |
| 6M | -10.6% | +41.3% | -51.9% | -17.2% |
| YTD | -7.9% | +17.4% | -25.3% | -12.3% |
| 1Y | +49.5% | +35.1% | +14.4% | +38.4% |
| 3Y | +913.6% | -3.2% | +916.8% | +888.1% |
| 5Y | +375.3% | +15.6% | +359.7% | +350.1% |
| All | +559.5% | +42.3% | +517.2% | +472.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling