+1,120.0%
RKLB vs ES
+46.3%
+1,073.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -2.9% | +18.3% | +15.8% |
| 7D | -3.0% | +1.9% | -4.9% | -3.6% |
| 30D | -26.2% | +7.1% | -33.3% | -27.4% |
| 3M | -29.9% | -1.9% | -27.9% | -29.7% |
| 6M | -37.3% | +4.4% | -41.7% | -38.2% |
| YTD | -23.9% | +7.3% | -31.2% | -25.8% |
| 1Y | +7.0% | +2.1% | +4.8% | +4.8% |
| 3Y | +1,120.0% | +41.8% | +1,078.2% | +998.7% |
| All | +1,120.0% | +46.3% | +1,073.7% | +998.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling