+255.2%
RKLB vs ES
+1.4%
+253.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -2.9% | +18.3% | +16.2% |
| 7D | -3.0% | +1.9% | -4.9% | -3.9% |
| 30D | -26.2% | +7.1% | -33.3% | -28.1% |
| 3M | -29.9% | -1.9% | -27.9% | -29.7% |
| 6M | -37.3% | +4.4% | -41.7% | -38.8% |
| YTD | -23.9% | +7.3% | -31.2% | -26.7% |
| 1Y | +7.0% | +2.1% | +4.8% | +4.1% |
| 3Y | +1,120.0% | +41.8% | +1,078.2% | +918.7% |
| All | +255.2% | +1.4% | +253.8% | +292.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling