+546.0%
RKLB vs EQH
+141.1%
+405.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +0.5% |
| 7D | -2.0% | +0.7% | -2.8% | -2.6% |
| 30D | -22.4% | +2.8% | -25.3% | -24.4% |
| 3M | -45.2% | +23.1% | -68.2% | -54.0% |
| 6M | -12.5% | +41.4% | -53.9% | -34.4% |
| YTD | -9.8% | +14.3% | -24.0% | -20.7% |
| 1Y | +30.0% | +1.6% | +28.4% | +25.7% |
| 3Y | +942.2% | +102.7% | +839.5% | +517.7% |
| 5Y | +236.8% | +104.5% | +132.3% | +106.0% |
| All | +546.0% | +141.1% | +405.0% | +293.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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