+546.0%
RKLB vs EWT
+231.4%
+314.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | -0.6% |
| 7D | -2.0% | -1.1% | -0.9% | -0.8% |
| 30D | -22.4% | +4.5% | -26.9% | -26.6% |
| 3M | -45.2% | +8.3% | -53.4% | -50.0% |
| 6M | -12.5% | +54.2% | -66.8% | -47.6% |
| YTD | -9.8% | +74.6% | -84.3% | -53.5% |
| 1Y | +30.0% | +84.9% | -54.9% | -36.8% |
| 3Y | +942.2% | +197.5% | +744.7% | +186.7% |
| 5Y | +236.8% | +150.6% | +86.2% | +8.9% |
| All | +546.0% | +231.4% | +314.7% | +84.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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