+962.4%
RKLB vs ESI
+82.9%
+879.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +2.0% | +2.1% |
| 7D | +5.3% | +5.4% | -0.1% | +0.9% |
| 30D | -20.5% | -4.2% | -16.3% | -17.7% |
| 3M | -42.0% | -9.6% | -32.4% | -37.9% |
| 6M | -6.0% | +18.3% | -24.4% | -18.9% |
| YTD | -5.6% | +45.8% | -51.4% | -32.6% |
| 1Y | +38.0% | +39.2% | -1.2% | +3.1% |
| 3Y | +962.4% | +86.3% | +876.2% | +516.3% |
| All | +962.4% | +82.9% | +879.5% | +516.3% |
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