+1,275.2%
RKLB vs EXC
+28.9%
+1,246.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.1% | +10.8% | +10.9% |
| 7D | +13.0% | -1.7% | +14.8% | +12.9% |
| 30D | -13.7% | +9.3% | -23.0% | -13.2% |
| 3M | -28.9% | +1.0% | -30.0% | -28.7% |
| 6M | -44.2% | +5.9% | -50.1% | -44.1% |
| YTD | -15.6% | +7.6% | -23.3% | -16.6% |
| 1Y | +14.0% | +2.4% | +11.6% | +14.1% |
| 3Y | +1,275.2% | +30.2% | +1,245.0% | +1,071.7% |
| All | +1,275.2% | +28.9% | +1,246.4% | +1,071.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling