+543.6%
RKLB vs EXC
+86.2%
+457.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.3% | +6.8% | +6.6% |
| 7D | +15.2% | +0.1% | +15.1% | +15.1% |
| 30D | -8.1% | +9.0% | -17.1% | -10.0% |
| 3M | -21.7% | +3.3% | -24.9% | -22.4% |
| 6M | -40.5% | +5.7% | -46.2% | -41.7% |
| YTD | -10.1% | +7.3% | -17.5% | -13.3% |
| 1Y | +20.8% | +2.9% | +17.9% | +18.0% |
| 3Y | +1,335.0% | +29.3% | +1,305.7% | +1,143.6% |
| 5Y | +329.8% | +40.1% | +289.8% | +272.2% |
| All | +543.6% | +86.2% | +457.4% | +396.4% |
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