+303.4%
RKLB vs SE
-77.0%
+380.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.9% | +8.0% | +9.8% |
| 7D | +13.0% | +3.3% | +9.8% | +11.9% |
| 30D | -13.7% | -18.2% | +4.4% | -6.9% |
| 3M | -28.9% | -31.3% | +2.3% | -18.9% |
| 6M | -44.2% | -10.1% | -34.1% | -43.4% |
| YTD | -15.6% | -38.9% | +23.3% | -1.5% |
| 1Y | +14.0% | -48.0% | +62.0% | +41.6% |
| 3Y | +1,275.2% | +78.8% | +1,196.4% | +946.1% |
| All | +303.4% | -77.0% | +380.4% | +482.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling