+546.0%
RKLB vs EQX
+30.9%
+515.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +1.2% |
| 7D | -2.0% | -3.2% | +1.2% | -1.3% |
| 30D | -22.4% | +7.8% | -30.2% | -24.2% |
| 3M | -45.2% | +21.3% | -66.5% | -47.9% |
| 6M | -12.5% | -22.4% | +9.9% | -8.4% |
| YTD | -9.8% | -11.3% | +1.6% | -8.3% |
| 1Y | +30.0% | +13.5% | +16.5% | +25.9% |
| 3Y | +942.2% | +162.1% | +780.1% | +737.9% |
| 5Y | +236.8% | +84.2% | +152.6% | +159.0% |
| All | +546.0% | +30.9% | +515.1% | +401.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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