+576.0%
RKLB vs EWZ
+77.0%
+499.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.0% | +0.5% | +1.4% |
| 7D | +5.3% | +5.6% | -0.3% | +2.0% |
| 30D | -20.5% | +9.3% | -29.7% | -24.7% |
| 3M | -42.0% | +15.7% | -57.7% | -46.8% |
| 6M | -6.0% | +7.4% | -13.5% | -9.2% |
| YTD | -5.6% | +22.7% | -28.3% | -14.6% |
| 1Y | +38.0% | +36.4% | +1.6% | +18.2% |
| 3Y | +962.4% | +50.4% | +912.0% | +769.7% |
| 5Y | +336.5% | +67.6% | +268.9% | +241.0% |
| All | +576.0% | +77.0% | +499.1% | +426.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling