+535.9%
RKLB vs EQT
+274.8%
+261.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -1.9% |
| 7D | -2.9% | -1.2% | -1.7% | -2.6% |
| 30D | -22.6% | +1.1% | -23.6% | -22.9% |
| 3M | -41.0% | +4.8% | -45.8% | -42.1% |
| 6M | -10.1% | -10.6% | +0.5% | -7.6% |
| YTD | -11.2% | +3.4% | -14.6% | -12.9% |
| 1Y | +34.2% | +8.7% | +25.5% | +28.9% |
| 3Y | +899.4% | +35.0% | +864.4% | +804.1% |
| 5Y | +231.5% | +204.2% | +27.3% | +169.1% |
| All | +535.9% | +274.8% | +261.1% | +397.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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