+336.5%
RKLB vs EXC
+48.6%
+287.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.8% | +2.4% |
| 7D | +5.3% | +1.2% | +4.1% | +5.1% |
| 30D | -20.5% | -2.7% | -17.8% | -20.0% |
| 3M | -42.0% | -1.0% | -41.1% | -42.2% |
| 6M | -6.0% | -9.3% | +3.2% | -4.2% |
| YTD | -5.6% | +3.6% | -9.2% | -8.1% |
| 1Y | +38.0% | +5.9% | +32.1% | +33.0% |
| 3Y | +962.4% | +21.3% | +941.1% | +837.2% |
| 5Y | +336.5% | +46.2% | +290.3% | +344.7% |
| All | +336.5% | +48.6% | +287.9% | +344.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling