+559.5%
RKLB vs ENB
+134.2%
+425.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.2% |
| 7D | -0.2% | -0.2% | 0.0% | -0.1% |
| 30D | -14.1% | -2.2% | -11.9% | -13.1% |
| 3M | -46.4% | -10.5% | -35.9% | -43.3% |
| 6M | -10.6% | -5.1% | -5.6% | -9.4% |
| YTD | -7.9% | +9.0% | -16.8% | -15.9% |
| 1Y | +49.5% | +8.2% | +41.3% | +36.5% |
| 3Y | +913.6% | +67.8% | +845.8% | +552.8% |
| 5Y | +375.3% | +69.4% | +305.9% | +216.9% |
| All | +559.5% | +134.2% | +425.3% | +287.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling