+1,321.0%
RKLB vs EMR
+103.4%
+1,217.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +15.9% | +2.8% | +13.1% | +12.4% |
| 30D | +4.0% | +3.7% | +0.3% | +0.6% |
| 3M | -23.2% | +2.0% | -25.2% | -24.4% |
| 6M | -50.4% | +22.1% | -72.5% | -60.4% |
| YTD | -11.8% | +27.2% | -39.0% | -33.3% |
| 1Y | +36.0% | +32.0% | +4.0% | -0.5% |
| 3Y | +1,321.0% | +103.3% | +1,217.8% | +730.6% |
| All | +1,321.0% | +103.4% | +1,217.6% | +730.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling