+1,427.7%
RKLB vs ESI
+84.3%
+1,343.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.0% | +1.5% | +2.2% |
| 7D | +26.3% | +1.8% | +24.5% | +25.3% |
| 30D | +0.7% | -6.6% | +7.3% | +7.3% |
| 3M | -17.3% | -9.4% | -8.0% | -10.1% |
| 6M | -43.6% | -24.1% | -19.5% | -30.3% |
| YTD | -5.2% | +37.1% | -42.3% | -28.4% |
| 1Y | +29.1% | +24.5% | +4.5% | +6.1% |
| All | +1,427.7% | +84.3% | +1,343.4% | +899.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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