+546.0%
RKLB vs ETR
+132.7%
+413.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | -2.0% | -1.8% | -0.2% | -1.3% |
| 30D | -22.4% | -1.8% | -20.7% | -21.9% |
| 3M | -45.2% | -3.6% | -41.6% | -44.5% |
| 6M | -12.5% | +2.6% | -15.1% | -13.9% |
| YTD | -9.8% | +16.0% | -25.8% | -15.7% |
| 1Y | +30.0% | +20.1% | +9.8% | +20.2% |
| 3Y | +942.2% | +143.6% | +798.6% | +696.0% |
| 5Y | +236.8% | +124.4% | +112.5% | +173.6% |
| All | +546.0% | +132.7% | +413.4% | +375.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 10y: compounded portfolio wealth divided by compounded ETR 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…
10y analysis · Full analysis span regression · 6 months rolling