+576.0%
RKLB vs EME
+795.9%
-219.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.5% | 0.0% | +0.8% |
| 7D | +5.3% | +5.2% | +0.2% | +1.8% |
| 30D | -20.5% | -5.4% | -15.1% | -17.4% |
| 3M | -42.0% | -6.1% | -35.9% | -40.0% |
| 6M | -6.0% | +9.7% | -15.7% | -12.1% |
| YTD | -5.6% | +26.6% | -32.2% | -20.1% |
| 1Y | +38.0% | +24.6% | +13.4% | +18.4% |
| 3Y | +962.4% | +249.6% | +712.8% | +385.9% |
| 5Y | +336.5% | +556.6% | -220.0% | +37.3% |
| All | +576.0% | +795.9% | -219.9% | +89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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