+559.5%
RKLB vs ES
0.0%
+559.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.9% |
| 7D | -0.2% | +0.3% | -0.5% | -0.3% |
| 30D | -14.1% | -2.0% | -12.2% | -13.7% |
| 3M | -46.4% | +1.7% | -48.1% | -47.0% |
| 6M | -10.6% | -3.5% | -7.1% | -10.2% |
| YTD | -7.9% | +7.9% | -15.8% | -10.7% |
| 1Y | +49.5% | +17.2% | +32.3% | +40.7% |
| 3Y | +913.6% | +29.3% | +884.3% | +802.6% |
| 5Y | +375.3% | -5.7% | +381.0% | +371.7% |
| All | +559.5% | 0.0% | +559.5% | +497.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling