+535.9%
RKLB vs EQH
+137.7%
+398.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.7% | -2.5% |
| 7D | -2.9% | -1.8% | -1.1% | -1.7% |
| 30D | -22.6% | +2.4% | -25.0% | -24.3% |
| 3M | -41.0% | +26.3% | -67.3% | -51.5% |
| 6M | -10.1% | +35.8% | -45.9% | -30.6% |
| YTD | -11.2% | +12.7% | -23.9% | -21.1% |
| 1Y | +34.2% | +2.5% | +31.7% | +29.0% |
| 3Y | +899.4% | +98.6% | +800.7% | +501.3% |
| 5Y | +231.5% | +101.7% | +129.8% | +104.9% |
| All | +535.9% | +137.7% | +398.2% | +291.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling