+559.5%
RKLB vs EVRG
+83.0%
+476.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | -0.2% | +1.1% | -1.3% | -0.6% |
| 30D | -14.1% | -1.0% | -13.1% | -13.8% |
| 3M | -46.4% | +0.4% | -46.8% | -46.8% |
| 6M | -10.6% | -0.8% | -9.8% | -10.8% |
| YTD | -7.9% | +15.3% | -23.2% | -13.7% |
| 1Y | +49.5% | +17.9% | +31.6% | +38.8% |
| 3Y | +913.6% | +71.9% | +841.6% | +699.9% |
| 5Y | +375.3% | +45.3% | +330.0% | +300.7% |
| All | +559.5% | +83.0% | +476.4% | +453.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling