+546.0%
RKLB vs EVRG
+83.2%
+462.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | -2.0% | +0.1% | -2.1% | -2.0% |
| 30D | -22.4% | -1.2% | -21.2% | -22.1% |
| 3M | -45.2% | -0.6% | -44.5% | -45.3% |
| 6M | -12.5% | +2.4% | -15.0% | -13.8% |
| YTD | -9.8% | +15.5% | -25.2% | -15.5% |
| 1Y | +30.0% | +16.8% | +13.2% | +21.2% |
| 3Y | +942.2% | +75.0% | +867.2% | +717.8% |
| 5Y | +236.8% | +49.3% | +187.5% | +184.4% |
| All | +546.0% | +83.2% | +462.8% | +441.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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