+204.4%
RKLB vs EMR
+60.6%
+143.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.1% | -3.0% |
| 7D | 0.0% | +0.9% | -1.0% | -1.0% |
| 30D | -21.2% | -5.0% | -16.2% | -17.2% |
| 3M | -41.7% | +5.9% | -47.6% | -45.4% |
| 6M | -11.8% | +7.3% | -19.1% | -17.9% |
| YTD | -9.6% | +14.6% | -24.1% | -21.6% |
| 1Y | +34.1% | +15.6% | +18.5% | +16.7% |
| 3Y | +917.3% | +60.2% | +857.1% | +580.9% |
| 5Y | +204.4% | +65.8% | +138.6% | +83.8% |
| All | +204.4% | +60.6% | +143.8% | +83.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling