+531.5%
RKLB vs EMR
+137.2%
+394.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +15.9% | +2.8% | +13.1% | +13.0% |
| 30D | +4.0% | +3.7% | +0.3% | +1.2% |
| 3M | -23.2% | +2.0% | -25.2% | -24.1% |
| 6M | -50.4% | +22.1% | -72.5% | -58.7% |
| YTD | -11.8% | +27.2% | -39.0% | -29.0% |
| 1Y | +36.0% | +32.0% | +4.0% | +6.7% |
| 3Y | +1,321.0% | +103.3% | +1,217.8% | +740.8% |
| 5Y | +328.2% | +88.2% | +240.0% | +155.1% |
| All | +531.5% | +137.2% | +394.3% | +241.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling