+330.6%
RKLB vs EMB
+7.3%
+323.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.7% | -3.4% |
| 7D | +15.9% | -0.9% | +16.8% | +18.5% |
| 30D | +4.0% | +0.4% | +3.6% | +3.2% |
| 3M | -23.2% | -3.1% | -20.1% | -17.2% |
| 6M | -50.4% | -2.1% | -48.4% | -47.3% |
| YTD | -11.8% | -1.1% | -10.7% | -7.2% |
| 1Y | +36.0% | -0.1% | +36.0% | +40.2% |
| 3Y | +1,321.0% | +29.6% | +1,291.4% | +796.7% |
| All | +330.6% | +7.3% | +323.3% | +227.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling