+231.5%
RKLB vs EWZ
+60.3%
+171.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.0% | -2.6% |
| 7D | -2.9% | +1.1% | -4.0% | -3.6% |
| 30D | -22.6% | +13.5% | -36.0% | -28.8% |
| 3M | -41.0% | +15.2% | -56.3% | -46.3% |
| 6M | -10.1% | +3.7% | -13.8% | -11.6% |
| YTD | -11.2% | +22.5% | -33.7% | -20.6% |
| 1Y | +34.2% | +35.3% | -1.1% | +13.3% |
| 3Y | +899.4% | +50.2% | +849.2% | +697.6% |
| 5Y | +231.5% | +64.6% | +166.9% | +124.6% |
| All | +231.5% | +60.3% | +171.2% | +124.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling