+22.4%
RKLB vs EW
+23.2%
-0.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.7% | +7.2% | +6.7% |
| 7D | +15.2% | +9.3% | +5.9% | +13.0% |
| 30D | -8.1% | +22.1% | -30.1% | -12.0% |
| 3M | -21.7% | +13.0% | -34.7% | -23.4% |
| 6M | -40.5% | +30.1% | -70.6% | -45.0% |
| YTD | -10.1% | +22.0% | -32.1% | -11.7% |
| All | +22.4% | +23.2% | -0.8% | +20.5% |
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