+559.5%
RKLB vs EXC
+78.5%
+481.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.9% |
| 7D | -0.2% | +0.3% | -0.5% | -0.3% |
| 30D | -14.1% | -3.7% | -10.4% | -13.4% |
| 3M | -46.4% | -1.3% | -45.1% | -46.6% |
| 6M | -10.6% | -9.7% | -0.9% | -8.8% |
| YTD | -7.9% | +2.9% | -10.8% | -10.2% |
| 1Y | +49.5% | +4.4% | +45.1% | +44.7% |
| 3Y | +913.6% | +22.2% | +891.4% | +794.5% |
| 5Y | +375.3% | +46.7% | +328.6% | +312.3% |
| All | +559.5% | +78.5% | +481.0% | +414.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling