+576.0%
RKLB vs EWJ
+70.1%
+506.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +3.0% |
| 7D | +5.3% | +2.9% | +2.4% | +1.0% |
| 30D | -20.5% | +1.1% | -21.6% | -21.7% |
| 3M | -42.0% | +7.1% | -49.2% | -47.1% |
| 6M | -6.0% | +16.2% | -22.2% | -21.8% |
| YTD | -5.6% | +22.0% | -27.6% | -26.9% |
| 1Y | +38.0% | +26.2% | +11.8% | +2.4% |
| 3Y | +962.4% | +73.5% | +889.0% | +390.4% |
| 5Y | +336.5% | +52.7% | +283.8% | +127.3% |
| All | +576.0% | +70.1% | +506.0% | +235.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling