+578.9%
RKLB vs SE
-58.7%
+637.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -3.7% | +9.1% | +6.8% |
| 7D | +26.3% | -7.7% | +34.0% | +30.1% |
| 30D | +0.7% | -22.8% | +23.5% | +10.0% |
| 3M | -17.3% | -43.7% | +26.4% | +0.5% |
| 6M | -43.6% | -12.8% | -30.8% | -42.3% |
| YTD | -5.2% | -42.0% | +36.8% | +11.2% |
| 1Y | +29.1% | -48.0% | +77.1% | +57.5% |
| 3Y | +1,413.7% | +62.7% | +1,351.0% | +1,131.2% |
| 5Y | +364.9% | -77.8% | +442.7% | +439.9% |
| All | +578.9% | -58.7% | +637.6% | +617.7% |
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