+547.3%
RKLB vs EQT
+272.5%
+274.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -4.0% |
| 7D | 0.0% | -2.0% | +2.0% | +0.5% |
| 30D | -21.2% | +1.0% | -22.2% | -21.5% |
| 3M | -41.7% | +4.0% | -45.7% | -42.7% |
| 6M | -11.8% | -11.7% | -0.1% | -9.0% |
| YTD | -9.6% | +2.8% | -12.4% | -11.2% |
| 1Y | +34.1% | +10.0% | +24.1% | +28.3% |
| 3Y | +917.3% | +34.1% | +883.1% | +821.9% |
| 5Y | +204.4% | +195.3% | +9.1% | +148.5% |
| All | +547.3% | +272.5% | +274.8% | +406.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling