+559.5%
RKLB vs EMR
+117.1%
+442.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | -0.9% |
| 7D | -0.2% | -1.5% | +1.3% | +1.2% |
| 30D | -14.1% | -5.6% | -8.5% | -9.6% |
| 3M | -46.4% | +7.9% | -54.4% | -50.4% |
| 6M | -10.6% | +6.0% | -16.7% | -15.3% |
| YTD | -7.9% | +16.4% | -24.3% | -20.0% |
| 1Y | +49.5% | +16.6% | +32.9% | +31.2% |
| 3Y | +913.6% | +62.9% | +850.7% | +606.4% |
| 5Y | +375.3% | +60.1% | +315.2% | +209.0% |
| All | +559.5% | +117.1% | +442.4% | +284.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling