+296.6%
RKLB vs ESTC
-48.1%
+344.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +4.9% | +6.1% | +8.9% |
| 7D | +13.0% | -1.2% | +14.2% | +14.1% |
| 30D | -13.7% | -8.1% | -5.6% | -10.4% |
| 3M | -28.9% | +20.2% | -49.1% | -35.3% |
| 6M | -44.2% | +72.7% | -116.9% | -57.0% |
| YTD | -15.6% | +19.6% | -35.3% | -25.7% |
| 1Y | +14.0% | +0.3% | +13.7% | +8.1% |
| 3Y | +1,275.2% | +22.8% | +1,252.4% | +960.0% |
| 5Y | +296.6% | -50.9% | +347.5% | +290.1% |
| All | +296.6% | -48.1% | +344.7% | +290.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 ESTC 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