+49.5%
RKLB vs EMR
+19.4%
+30.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -1.3% |
| 7D | -0.2% | -1.5% | +1.3% | +1.5% |
| 30D | -14.1% | -5.6% | -8.5% | -8.6% |
| 3M | -46.4% | +7.9% | -54.4% | -51.4% |
| 6M | -10.6% | +6.0% | -16.7% | -17.5% |
| YTD | -7.9% | +16.4% | -24.3% | -27.1% |
| 1Y | +49.5% | +16.6% | +32.9% | +19.8% |
| All | +49.5% | +19.4% | +30.0% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 1y: compounded portfolio wealth divided by compounded EMR 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…
1y analysis · Full analysis span regression · 6 months rolling