+557.5%
RKLB vs ENB
+125.0%
+432.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.6% | -3.4% |
| 7D | +39.3% | 0.0% | +39.3% | +39.1% |
| 30D | -0.2% | +1.4% | -1.6% | -1.2% |
| 3M | -21.1% | -5.2% | -15.9% | -18.9% |
| 6M | -45.5% | -9.9% | -35.6% | -43.0% |
| YTD | -8.2% | +4.7% | -12.8% | -14.4% |
| 1Y | +28.2% | +2.8% | +25.5% | +20.9% |
| 3Y | +1,366.1% | +71.3% | +1,294.8% | +824.9% |
| 5Y | +345.9% | +58.6% | +287.3% | +208.0% |
| All | +557.5% | +125.0% | +432.6% | +294.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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