+364.9%
RKLB vs ENB
+53.8%
+311.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.3% | +5.2% | +5.3% |
| 7D | +26.3% | -1.8% | +28.1% | +27.7% |
| 30D | +0.7% | +2.0% | -1.4% | -0.8% |
| 3M | -17.3% | -5.8% | -11.5% | -14.5% |
| 6M | -43.6% | -9.7% | -33.9% | -41.0% |
| YTD | -5.2% | +4.2% | -9.4% | -12.2% |
| 1Y | +29.1% | +3.2% | +25.9% | +20.1% |
| 3Y | +1,413.7% | +70.6% | +1,343.1% | +796.3% |
| 5Y | +364.9% | +55.1% | +309.7% | +207.5% |
| All | +364.9% | +53.8% | +311.0% | +207.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling