+531.5%
RKLB vs EXC
+89.1%
+442.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.4% | -5.3% | -4.2% |
| 7D | +15.9% | +1.4% | +14.6% | +15.7% |
| 30D | +4.0% | +8.6% | -4.6% | +2.0% |
| 3M | -23.2% | +2.4% | -25.6% | -23.7% |
| 6M | -50.4% | +6.5% | -56.9% | -51.5% |
| YTD | -11.8% | +9.0% | -20.8% | -15.2% |
| 1Y | +36.0% | +4.6% | +31.4% | +32.4% |
| 3Y | +1,321.0% | +33.5% | +1,287.5% | +1,119.3% |
| 5Y | +328.2% | +41.4% | +286.8% | +270.1% |
| All | +531.5% | +89.1% | +442.3% | +385.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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