+546.0%
RKLB vs EQIX
+62.3%
+483.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +0.7% |
| 7D | -2.0% | +0.2% | -2.2% | -2.1% |
| 30D | -22.4% | -2.5% | -20.0% | -21.2% |
| 3M | -45.2% | 0.0% | -45.1% | -45.7% |
| 6M | -12.5% | +7.6% | -20.2% | -16.6% |
| YTD | -9.8% | +37.5% | -47.3% | -27.8% |
| 1Y | +30.0% | +32.9% | -2.9% | +6.6% |
| 3Y | +942.2% | +42.8% | +899.5% | +710.3% |
| 5Y | +236.8% | +35.8% | +201.0% | +135.5% |
| All | +546.0% | +62.3% | +483.8% | +312.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 EQIX 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