+546.0%
RKLB vs EWJ
+71.1%
+474.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.2% | -0.6% | -1.6% |
| 7D | -2.0% | +0.3% | -2.3% | -2.4% |
| 30D | -22.4% | +0.8% | -23.2% | -23.3% |
| 3M | -45.2% | +7.5% | -52.7% | -50.3% |
| 6M | -12.5% | +15.6% | -28.1% | -26.6% |
| YTD | -9.8% | +22.7% | -32.5% | -30.8% |
| 1Y | +30.0% | +26.4% | +3.6% | -3.8% |
| 3Y | +942.2% | +72.5% | +869.7% | +385.9% |
| 5Y | +236.8% | +52.4% | +184.4% | +75.0% |
| All | +546.0% | +71.1% | +474.9% | +218.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 10y: compounded portfolio wealth divided by compounded EWJ 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…
10y analysis · Full analysis span regression · 6 months rolling