+557.5%
RKLB vs ESI
+161.9%
+395.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.0% | -1.5% |
| 7D | +39.3% | +8.3% | +31.0% | +31.5% |
| 30D | -0.2% | -10.4% | +10.2% | +9.6% |
| 3M | -21.1% | -13.2% | -7.9% | -11.6% |
| 6M | -45.5% | -23.9% | -21.6% | -33.2% |
| YTD | -8.2% | +34.2% | -42.3% | -27.3% |
| 1Y | +28.2% | +22.2% | +6.0% | +9.4% |
| 3Y | +1,366.1% | +79.2% | +1,286.9% | +841.1% |
| 5Y | +345.9% | +38.1% | +307.7% | +214.2% |
| All | +557.5% | +161.9% | +395.6% | +303.3% |
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 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