+535.9%
RKLB vs EMR
+110.8%
+425.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.4% | -0.5% |
| 7D | -2.9% | -1.2% | -1.7% | -1.7% |
| 30D | -22.6% | -9.4% | -13.1% | -15.0% |
| 3M | -41.0% | +8.6% | -49.6% | -45.7% |
| 6M | -10.1% | +6.7% | -16.8% | -15.2% |
| YTD | -11.2% | +13.1% | -24.2% | -20.6% |
| 1Y | +34.2% | +12.7% | +21.5% | +21.7% |
| 3Y | +899.4% | +58.1% | +841.3% | +616.9% |
| 5Y | +231.5% | +63.6% | +167.9% | +119.2% |
| All | +535.9% | +110.8% | +425.1% | +281.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling