+962.4%
RKLB vs EMB
+30.2%
+932.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.9% |
| 7D | +5.3% | +0.3% | +5.0% | +4.4% |
| 30D | -20.5% | -0.5% | -20.0% | -19.3% |
| 3M | -42.0% | +0.3% | -42.4% | -42.2% |
| 6M | -6.0% | +1.2% | -7.2% | -7.0% |
| YTD | -5.6% | +1.5% | -7.0% | -7.3% |
| 1Y | +38.0% | +4.8% | +33.2% | +25.3% |
| 3Y | +962.4% | +30.4% | +932.1% | +501.4% |
| All | +962.4% | +30.2% | +932.3% | +501.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling