+231.5%
RKLB vs ETR
+123.0%
+108.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.4% | -1.2% |
| 7D | -2.9% | -1.9% | -1.0% | -2.1% |
| 30D | -22.6% | -0.2% | -22.4% | -22.5% |
| 3M | -41.0% | -3.7% | -37.3% | -40.2% |
| 6M | -10.1% | +2.1% | -12.2% | -11.5% |
| YTD | -11.2% | +16.5% | -27.6% | -17.8% |
| 1Y | +34.2% | +22.5% | +11.7% | +22.1% |
| 3Y | +899.4% | +144.7% | +754.7% | +636.9% |
| 5Y | +231.5% | +125.2% | +106.3% | +145.9% |
| All | +231.5% | +123.0% | +108.5% | +145.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling