+559.5%
RKLB vs ESI
+183.1%
+376.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.9% | -2.2% | -1.5% |
| 7D | -0.2% | +3.3% | -3.5% | -2.7% |
| 30D | -14.1% | -5.9% | -8.2% | -10.2% |
| 3M | -46.4% | -14.1% | -32.3% | -40.3% |
| 6M | -10.6% | +6.6% | -17.2% | -15.7% |
| YTD | -7.9% | +45.0% | -52.9% | -31.7% |
| 1Y | +49.5% | +41.5% | +8.0% | +13.9% |
| 3Y | +913.6% | +78.8% | +834.8% | +544.1% |
| 5Y | +375.3% | +70.9% | +304.4% | +206.6% |
| All | +559.5% | +183.1% | +376.4% | +278.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling