+559.5%
RKLB vs EMB
+9.7%
+549.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.2% | 0.0% | -0.2% | -0.2% |
| 30D | -14.1% | -0.3% | -13.8% | -13.5% |
| 3M | -46.4% | -0.4% | -46.0% | -45.6% |
| 6M | -10.6% | +0.1% | -10.8% | -9.0% |
| YTD | -7.9% | +1.6% | -9.5% | -9.1% |
| 1Y | +49.5% | +5.6% | +43.9% | +36.8% |
| 3Y | +913.6% | +29.8% | +883.7% | +534.6% |
| 5Y | +375.3% | +7.3% | +368.0% | +303.1% |
| All | +559.5% | +9.7% | +549.8% | +423.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling