+531.5%
RKLB vs ES
+2.2%
+529.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.8% | -4.2% |
| 7D | +15.9% | +2.7% | +13.2% | +15.2% |
| 30D | +4.0% | +7.6% | -3.6% | +1.6% |
| 3M | -23.2% | +0.5% | -23.7% | -23.5% |
| 6M | -50.4% | +7.6% | -58.0% | -51.8% |
| YTD | -11.8% | +10.2% | -22.0% | -15.3% |
| 1Y | +36.0% | +1.8% | +34.1% | +33.2% |
| 3Y | +1,321.0% | +55.4% | +1,265.6% | +1,084.2% |
| 5Y | +328.2% | +7.3% | +320.9% | +314.0% |
| All | +531.5% | +2.2% | +529.3% | +467.1% |
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