+204.4%
RKLB vs ESI
+74.4%
+130.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.1% | -3.3% |
| 7D | 0.0% | +3.9% | -4.0% | -3.2% |
| 30D | -21.2% | -3.8% | -17.4% | -18.7% |
| 3M | -41.7% | -13.1% | -28.6% | -35.2% |
| 6M | -11.8% | +11.3% | -23.1% | -20.3% |
| YTD | -9.6% | +44.1% | -53.7% | -35.3% |
| 1Y | +34.1% | +40.3% | -6.2% | -1.1% |
| 3Y | +917.3% | +84.1% | +833.2% | +482.6% |
| 5Y | +204.4% | +75.8% | +128.6% | +92.2% |
| All | +204.4% | +74.4% | +130.0% | +92.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling