+546.0%
RKLB vs EWZ
+75.0%
+471.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +2.2% |
| 7D | -2.0% | +0.9% | -2.9% | -2.5% |
| 30D | -22.4% | +12.8% | -35.2% | -27.9% |
| 3M | -45.2% | +10.8% | -55.9% | -48.4% |
| 6M | -12.5% | +2.5% | -15.0% | -13.2% |
| YTD | -9.8% | +21.4% | -31.1% | -17.9% |
| 1Y | +30.0% | +32.8% | -2.8% | +12.9% |
| 3Y | +942.2% | +45.2% | +897.0% | +766.8% |
| 5Y | +236.8% | +63.0% | +173.8% | +165.2% |
| All | +546.0% | +75.0% | +471.0% | +406.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling