+535.9%
RKLB vs EMB
+8.5%
+527.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | +0.1% |
| 7D | -2.9% | -1.1% | -1.8% | -0.4% |
| 30D | -22.6% | -1.1% | -21.5% | -20.7% |
| 3M | -41.0% | -0.8% | -40.3% | -39.6% |
| 6M | -10.1% | -0.1% | -10.1% | -7.9% |
| YTD | -11.2% | +0.4% | -11.6% | -10.0% |
| 1Y | +34.2% | +3.3% | +30.9% | +28.8% |
| 3Y | +899.4% | +29.0% | +870.3% | +536.5% |
| 5Y | +231.5% | +6.3% | +225.2% | +186.9% |
| All | +535.9% | +8.5% | +527.4% | +417.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded EMB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling