+1,321.0%
RKLB vs EWZ
+19.5%
+1,301.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.4% | -5.3% | -4.9% |
| 7D | +15.9% | +0.8% | +15.2% | +15.4% |
| 30D | +4.0% | -24.4% | +28.3% | +22.0% |
| 3M | -23.2% | -4.6% | -18.6% | -27.4% |
| 6M | -50.4% | -11.6% | -38.9% | -49.6% |
| YTD | -11.8% | +2.4% | -14.2% | -19.6% |
| 1Y | +36.0% | +2.1% | +33.9% | +23.9% |
| 3Y | +1,321.0% | +18.7% | +1,302.3% | +1,100.2% |
| All | +1,321.0% | +19.5% | +1,301.5% | +1,100.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling