+34.2%
RKLB vs EW
+8.2%
+26.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.4% | -1.9% |
| 7D | -2.9% | -3.4% | +0.5% | -2.2% |
| 30D | -22.6% | -7.4% | -15.2% | -21.1% |
| 3M | -41.0% | +0.9% | -41.9% | -41.4% |
| 6M | -10.1% | +1.2% | -11.3% | -10.3% |
| YTD | -11.2% | +1.8% | -13.0% | -11.6% |
| 1Y | +34.2% | +10.8% | +23.4% | +39.6% |
| All | +34.2% | +8.2% | +26.0% | +39.6% |
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