+204.4%
RKLB vs SE
-66.7%
+271.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.1% | -0.2% | -2.7% |
| 7D | 0.0% | -3.6% | +3.6% | +1.4% |
| 30D | -21.2% | -5.3% | -15.9% | -20.2% |
| 3M | -41.7% | +28.1% | -69.8% | -47.5% |
| 6M | -11.8% | +20.7% | -32.4% | -19.5% |
| YTD | -9.6% | -14.8% | +5.2% | -6.8% |
| 1Y | +34.1% | -43.6% | +77.7% | +61.5% |
| 3Y | +917.3% | +184.2% | +733.0% | +548.3% |
| 5Y | +204.4% | -66.3% | +270.7% | +215.8% |
| All | +204.4% | -66.7% | +271.1% | +215.8% |
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 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