+944.2%
RKLB vs EWZ
+45.8%
+898.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.4% | -2.9% | -3.0% |
| 7D | 0.0% | -0.1% | 0.0% | 0.0% |
| 30D | -21.2% | +8.2% | -29.4% | -27.0% |
| 3M | -41.7% | +13.3% | -55.0% | -48.3% |
| 6M | -11.8% | +3.6% | -15.4% | -13.9% |
| YTD | -9.6% | +21.0% | -30.6% | -22.5% |
| 1Y | +34.1% | +34.7% | -0.6% | +4.6% |
| All | +944.2% | +45.8% | +898.4% | +636.4% |
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