+531.5%
RKLB vs SE
-58.0%
+589.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.1% | -5.1% | -4.4% |
| 7D | +15.9% | -0.5% | +16.4% | +16.0% |
| 30D | +4.0% | -20.9% | +24.9% | +12.6% |
| 3M | -23.2% | -38.9% | +15.7% | -9.3% |
| 6M | -50.4% | -19.4% | -31.0% | -47.6% |
| YTD | -11.8% | -40.9% | +29.1% | +2.7% |
| 1Y | +36.0% | -46.2% | +82.2% | +63.7% |
| 3Y | +1,321.0% | +63.7% | +1,257.3% | +1,052.7% |
| 5Y | +328.2% | -77.9% | +406.1% | +395.1% |
| All | +531.5% | -58.0% | +589.4% | +563.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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