+296.6%
RKLB vs EXC
+43.6%
+253.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.1% | +10.8% | +10.9% |
| 7D | +13.0% | -1.7% | +14.8% | +13.3% |
| 30D | -13.7% | +9.3% | -23.0% | -15.6% |
| 3M | -28.9% | +1.0% | -30.0% | -29.2% |
| 6M | -44.2% | +5.9% | -50.1% | -45.4% |
| YTD | -15.6% | +7.6% | -23.3% | -18.9% |
| 1Y | +14.0% | +2.4% | +11.6% | +11.5% |
| 3Y | +1,275.2% | +30.2% | +1,245.0% | +1,066.9% |
| 5Y | +296.6% | +41.4% | +255.3% | +268.5% |
| All | +296.6% | +43.6% | +253.0% | +268.5% |
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