+336.5%
RKLB vs EMB
+7.3%
+329.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.8% |
| 7D | +5.3% | +0.3% | +5.0% | +4.6% |
| 30D | -20.5% | -0.5% | -20.0% | -19.6% |
| 3M | -42.0% | +0.3% | -42.4% | -42.1% |
| 6M | -6.0% | +1.2% | -7.2% | -6.4% |
| YTD | -5.6% | +1.5% | -7.0% | -6.6% |
| 1Y | +38.0% | +4.8% | +33.2% | +28.0% |
| 3Y | +962.4% | +30.4% | +932.1% | +556.3% |
| 5Y | +336.5% | +7.3% | +329.3% | +303.1% |
| All | +336.5% | +7.3% | +329.2% | +303.1% |
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