+576.0%
RKLB vs ES
+0.6%
+575.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +2.3% |
| 7D | +5.3% | +1.4% | +3.9% | +4.9% |
| 30D | -20.5% | -1.2% | -19.3% | -20.2% |
| 3M | -42.0% | +5.0% | -47.0% | -43.2% |
| 6M | -6.0% | -2.8% | -3.2% | -5.7% |
| YTD | -5.6% | +8.6% | -14.2% | -8.6% |
| 1Y | +38.0% | +18.9% | +19.1% | +29.3% |
| 3Y | +962.4% | +32.1% | +930.3% | +840.0% |
| 5Y | +336.5% | -5.1% | +341.6% | +332.8% |
| All | +576.0% | +0.6% | +575.4% | +511.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ES.
Daily Out/Under-Performance
Portfolio return minus ES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ES 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 ES 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