+962.4%
RKLB vs SE
+194.4%
+768.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.1% | +1.4% | +2.1% |
| 7D | +5.3% | +0.6% | +4.7% | +5.1% |
| 30D | -20.5% | -0.1% | -20.4% | -21.2% |
| 3M | -42.0% | +34.1% | -76.2% | -48.8% |
| 6M | -6.0% | +23.2% | -29.3% | -15.3% |
| YTD | -5.6% | -11.2% | +5.6% | -4.1% |
| 1Y | +38.0% | -40.5% | +78.5% | +63.4% |
| 3Y | +962.4% | +196.3% | +766.1% | +752.8% |
| All | +962.4% | +194.4% | +768.1% | +752.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling