+204.4%
RKLB vs EW
-29.9%
+234.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.6% | -3.9% |
| 7D | 0.0% | -5.1% | +5.1% | +2.6% |
| 30D | -21.2% | -6.4% | -14.8% | -18.7% |
| 3M | -41.7% | -1.6% | -40.2% | -41.6% |
| 6M | -11.8% | +2.3% | -14.0% | -13.7% |
| YTD | -9.6% | +1.1% | -10.7% | -11.3% |
| 1Y | +34.1% | +8.0% | +26.1% | +26.7% |
| 3Y | +917.3% | +16.3% | +900.9% | +756.1% |
| 5Y | +204.4% | -29.4% | +233.8% | +250.9% |
| All | +204.4% | -29.9% | +234.3% | +250.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling