-7.4%
RKLB vs EWZ
+7.8%
-15.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.6% | -5.4% | -4.6% |
| 7D | -10.6% | -4.1% | -6.6% | -8.7% |
| 30D | -28.3% | -25.0% | -3.3% | -18.1% |
| 3M | -29.7% | -10.6% | -19.0% | -32.4% |
| 6M | -34.8% | -16.6% | -18.2% | -32.1% |
| YTD | -24.9% | +2.5% | -27.4% | -32.7% |
| 1Y | -7.4% | +8.1% | -15.5% | -28.1% |
| All | -7.4% | +7.8% | -15.2% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 1y: compounded portfolio wealth divided by compounded EWZ 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…
1y analysis · Full analysis span regression · 6 months rolling