-7.4%
RKLB vs EW
+19.7%
-27.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.4% | -8.2% | -4.8% |
| 7D | -10.6% | +8.3% | -18.9% | -12.3% |
| 30D | -28.3% | +13.9% | -42.2% | -30.4% |
| 3M | -29.7% | +10.9% | -40.6% | -31.4% |
| 6M | -34.8% | +19.2% | -54.0% | -38.2% |
| YTD | -24.9% | +16.6% | -41.5% | -26.0% |
| 1Y | -7.4% | +18.1% | -25.5% | -11.0% |
| All | -7.4% | +19.7% | -27.1% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 1y: compounded portfolio wealth divided by compounded EW 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…
1y analysis · Full analysis span regression · 6 months rolling