+962.4%
RKLB vs EW
+14.1%
+948.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.5% | +6.0% | +3.9% |
| 7D | +5.3% | -4.4% | +9.8% | +7.2% |
| 30D | -20.5% | -3.3% | -17.1% | -19.6% |
| 3M | -42.0% | +1.0% | -43.1% | -42.6% |
| 6M | -6.0% | +6.2% | -12.3% | -9.1% |
| YTD | -5.6% | +1.7% | -7.3% | -7.0% |
| 1Y | +38.0% | +8.1% | +29.9% | +32.3% |
| 3Y | +962.4% | +17.1% | +945.3% | +831.1% |
| All | +962.4% | +14.1% | +948.3% | +831.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling